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Dimensional International Small Cap Value ETF

236 hedge funds and large institutions have $1.4B invested in Dimensional International Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 139 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 49

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

12% more capital invested

Capital invested by funds: $1.25B → $1.4B (+$148M)

5% more funds holding

Funds holding: 224236 (+12)

1.54% less ownership

Funds ownership: 79.24%77.7% (-1.5%)

Holders
236
Holders Change
+12
Holders Change %
+5.36%
% of All Funds
3.4%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.37%
New
28
Increased
139
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
176
Passive Capital Management
Maryland
$421K
PP
177
PrairieView Partners
Minnesota
$420K -$26 -1 -0%
Osaic Holdings
178
Osaic Holdings
Arizona
$408K -$283 -11 -0.1%
WAP
179
Wealthcare Advisory Partners
Pennsylvania
$408K +$17.2K +670 +5%
AAM
180
Austin Asset Management
Texas
$378K +$358K +13,903 New
DFC
181
DBK Financial Counsel
Ohio
$373K +$353K +13,710 New
SHFA
182
SC&H Financial Advisors
Maryland
$368K -$9.68K -376 -3%
ATI
183
ARK & TLK Investments
Oklahoma
$366K
WFAG
184
Wescott Financial Advisory Group
Pennsylvania
$361K -$15.4K -597 -4%
CCG
185
Catalina Capital Group
California
$360K +$341K +13,247 New
DWM
186
Dopkins Wealth Management
New York
$343K +$325K +12,630 New
CTWM
187
Cherry Tree Wealth Management
Minnesota
$341K -$26.5K -1,031 -8%
VFP
188
Verus Financial Partners
Virginia
$317K +$129 +5 +0%
Focus Partners Wealth
189
Focus Partners Wealth
Massachusetts
$312K
TC
190
Tacita Capital
Ontario, Canada
$296K
GC
191
Gibson Capital
Pennsylvania
$292K
HKIMG
192
Hutchens & Kramer Investment Management Group
Indiana
$292K -$37.2K -1,447 -12%
SFC
193
SYM Financial Corp
Indiana
$284K
2L
194
25 LLC
Missouri
$270K +$3.04K +118 +1%
AFG
195
Altiora Financial Group
Ohio
$267K +$253K +9,825 New
CWA
196
Canvas Wealth Advisors
Kansas
$265K +$260K +10,085 New
CPA
197
Capital Performance Advisors
California
$263K +$249K +9,691 New
Morgan Stanley
198
Morgan Stanley
New York
$250K -$2.27M -88,117 -91%
HC
199
Hara Capital
Washington
$249K
CCA
200
Clarity Capital Advisors
Florida
$237K +$77 +3 +0%

DISV Hedge Fund Activity: Q1 2024 in Review

236 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q1 2024, worth a combined $1.4B — up 12% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DISV positions and 11 closed out — a net gain of 17 holders — while 139 added to existing stakes and 49 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $19.7M. The largest seller was Jane Street, cutting an estimated $21.4M.

  • 236 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q1 2024, up from 224 in Q4 2023.
  • Funds reported $1.4B of Dimensional International Small Cap Value ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 28 funds opened new Dimensional International Small Cap Value ETF positions in Q1 2024 and 11 closed out, a net change of +17 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q1 2024 was Focus Partners Advisor Solutions, an estimated $19.7M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q1 2024 was Jane Street, an estimated $21.4M sold.

Based on aggregated 13F filings for Q1 2024.