We are live on ! Find out more
DISV icon

Dimensional International Small Cap Value ETF

326 hedge funds and large institutions have $1.99B invested in Dimensional International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 172 increasing their positions, 92 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

87% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 92

15% more capital invested

Capital invested by funds: $1.73B → $1.99B (+$261M)

4% more funds holding

Funds holding: 314326 (+12)

0% more funds holding in top 10

Funds holding in top 10: 4141 (0)

1.52% less ownership

Funds ownership: 79.24%77.72% (-1.5%)

Holders
326
Holders Change
+12
Holders Change %
+3.82%
% of All Funds
4.37%
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
30
Increased
172
Reduced
92
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
176
RCS Financial Planning
Maryland
$1.19M -$69.2K -2,457 -6%
BW
177
BIP Wealth
Georgia
$1.17M +$474K +16,826 +72%
CW
178
Curio Wealth
Maryland
$1.16M -$1.23M -43,575 -100%
CL
179
CSS LLC
Illinois
$1.13M
LFA
180
Legacy Financial Advisors
Kentucky
$1.08M +$102K +3,609 +11%
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$1.07M +$127K +4,520 +14%
WRPWM
182
Werba Rubin Papier Wealth Management
California
$1.06M -$26.9K -954 -3%
MA
183
McGrath & Associates
North Carolina
$1.06M +$20.3K +722 +2%
OMC
184
Old Mission Capital
Illinois
$1.05M -$1.6M -56,939 -61%
SW
185
Simplicity Wealth
New Jersey
$1.03M +$994K +35,295 New
EB
186
Emprise Bank
Kansas
$1.01M -$13.7K -487 -1%
OA
187
Oceanside Advisors
South Carolina
$990K +$29.9K +1,062 +3%
TIM
188
Tortoise Investment Management
New York
$944K +$35.1K +1,245 +4%
AFG
189
Altiora Financial Group
Ohio
$942K -$89.3K -3,170 -9%
CWM
190
CarsonAllaria Wealth Management
Illinois
$934K -$16.4K -581 -2%
CGPCS
191
Capital Group Private Client Services
California
$931K +$384K +13,626 +74%
CPA
192
Capital Performance Advisors
California
$912K +$134K +4,768 +18%
TWCA
193
Two West Capital Advisors
Kansas
$872K +$52.2K +1,854 +6%
AFGAS
194
Allegiance Financial Group Advisory Services
Virginia
$871K +$592 +21 +0.1%
PWIA
195
Porter White Investment Advisors
Alabama
$828K -$71.6K -2,541 -8%
FCI
196
Financial Counselors Inc
Kansas
$816K +$423K +15,000 +115%
AF
197
Allworth Financial
California
$804K -$70K -2,485 -8%
BMWS
198
Brady Martz Wealth Solutions
North Dakota
$784K +$5.86K +208 +0.8%
SIM
199
Stratos Investment Management
Ohio
$779K -$38.3K -1,358 -5%
SC
200
Shearwater Capital
Colorado
$762K +$56K +1,987 +8%

DISV Hedge Fund Activity: Q1 2025 in Review

326 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q1 2025, worth a combined $1.99B — up 15% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DISV positions and 12 closed out — a net gain of 18 holders — while 172 added to existing stakes and 92 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $263M. The largest seller was Financial Harvest, exiting entirely with an estimated $10.9M sold.

  • 326 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q1 2025, up from 314 in Q4 2024.
  • Funds reported $1.99B of Dimensional International Small Cap Value ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 30 funds opened new Dimensional International Small Cap Value ETF positions in Q1 2025 and 12 closed out, a net change of +18 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $263M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q1 2025 was Financial Harvest, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2025.