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Dimensional International Small Cap Value ETF

314 hedge funds and large institutions have $1.73B invested in Dimensional International Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

509% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 11

167% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 60

32% more funds holding in top 10

Funds holding in top 10: 3141 (+10)

20% more funds holding

Funds holding: 262314 (+52)

3.41% more ownership

Funds ownership: 75.84%79.24% (+3.4%)

2% more capital invested

Capital invested by funds: $1.71B → $1.73B (+$25.7M)

Holders
314
Holders Change
+52
Holders Change %
+19.85%
% of All Funds
4.14%
Holding in Top 10
41
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+32.26%
% of All Funds
0.54%
New
67
Increased
160
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
201
SageView Advisory Group
California
$638K -$933 -34 -0.1%
BW
202
BIP Wealth
Georgia
$623K +$403K +14,684 +167%
Truist Financial
203
Truist Financial
North Carolina
$622K -$153K -5,570 -19%
DWM
204
Daner Wealth Management
Georgia
$610K +$605K +22,060 New
CMBA
205
C.M. Bidwell & Associates
Hawaii
$585K
MWM
206
Mission Wealth Management
California
$568K +$587K +21,382 New
GPWA
207
Great Point Wealth Advisors
Massachusetts
$568K -$27 -1 -0%
RLWM
208
RF&L Wealth Management
Massachusetts
$561K +$71.3K +2,600 +14%
PAG
209
Poinciana Advisors Group
Florida
$547K +$565K +20,580 New
WAP
210
Wealthcare Advisory Partners
Pennsylvania
$527K -$136K -4,958 -20%
PWM
211
Perigon Wealth Management
California
$526K +$544K +19,823 New
RLIM
212
Red Lighthouse Investment Management
New York
$525K +$9.63K +351 +2%
AAM
213
Austin Asset Management
Texas
$516K -$8.12K -296 -2%
CA
214
Clune & Associates
Illinois
$502K +$518K +18,895 New
TFO
215
Timonier Family Office
North Carolina
$498K +$514K +18,743 New
BCI
216
Brinker Capital Investments
Pennsylvania
$495K +$30.4K +1,109 +6%
OPS
217
Orion Portfolio Solutions
Nebraska
$495K +$30.4K +1,109 +6%
BFC
218
Bedel Financial Consulting
Indiana
$493K +$30.7K +1,118 +7%
RIP
219
RAM Investment Partners
Washington
$491K +$30.4K +1,108 +6%
CGPCS
220
Capital Group Private Client Services
California
$487K +$503K +18,333 New
JBW
221
Journey Beyond Wealth
Georgia
$480K +$495K +18,050 New
DI
222
Disciplined Investments
Oklahoma
$474K +$192 +7 +0%
LWM
223
LJI Wealth Management
Indiana
$470K +$82 +3 +0%
HIA
224
Harbor Investment Advisory
Maryland
$459K +$5.74K +209 +1%
MKW
225
Mullaney, Keating & Wright
Connecticut
$442K +$4.12K +150 +0.9%

DISV Hedge Fund Activity: Q4 2024 in Review

314 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q4 2024, worth a combined $1.73B — up 1.5% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DISV positions and 11 closed out — a net gain of 56 holders — while 160 added to existing stakes and 60 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $19.9M. The largest seller was Jane Street, exiting entirely with an estimated $33.3M sold.

  • 314 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q4 2024, up from 262 in Q3 2024.
  • Funds reported $1.73B of Dimensional International Small Cap Value ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 67 funds opened new Dimensional International Small Cap Value ETF positions in Q4 2024 and 11 closed out, a net change of +56 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $19.9M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q4 2024 was Jane Street, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2024.