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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
JBW
201
Journey Beyond Wealth
Georgia
$740K +$208K +7,366 +41%
OPAM
202
Ocean Park Asset Management
California
$734K +$710K +25,200 New
RLWM
203
RF&L Wealth Management
Massachusetts
$720K +$102K +3,615 +17%
RCAG
204
Rehmann Capital Advisory Group
Michigan
$719K -$26.1K -925 -4%
FWP
205
Firethorn Wealth Partners
Georgia
$699K -$26.7K -948 -4%
SAG
206
SageView Advisory Group
California
$697K -$2.96K -105 -0.4%
PWM
207
Perigon Wealth Management
California
$686K +$106K +3,749 +19%
Truist Financial
208
Truist Financial
North Carolina
$683K +$1.1K +39 +0.2%
SFM
209
Signet Financial Management
New Jersey
$670K -$109K -3,852 -14%
DSCM
210
Del-Sette Capital Management
New York
$668K -$65K -2,306 -9%
CMBA
211
C.M. Bidwell & Associates
Hawaii
$632K -$8.14K -289 -1%
BCI
212
Brinker Capital Investments
Pennsylvania
$628K +$82.3K +2,923 +16%
OPS
213
Orion Portfolio Solutions
Nebraska
$628K +$82.3K +2,923 +16%
MWM
214
Mission Wealth Management
California
$623K
GPWA
215
Great Point Wealth Advisors
Massachusetts
$620K -$2.17K -77 -0.4%
APW
216
Austin Private Wealth
Texas
$617K +$302K +10,709 +102%
WAP
217
Wealthcare Advisory Partners
Pennsylvania
$613K +$33.8K +1,199 +6%
PAG
218
Poinciana Advisors Group
Florida
$599K
AAM
219
Austin Asset Management
Texas
$566K +$28 +1 +0%
Morgan Stanley
220
Morgan Stanley
New York
$557K +$196K +6,964 +57%
CA
221
Clune & Associates
Illinois
$550K +$254 +9 +0%
BFC
222
Bedel Financial Consulting
Indiana
$546K
RIP
223
RAM Investment Partners
Washington
$538K
RCM
224
RB Capital Management
Nevada
$532K +$63.2K +2,245 +14%
RLIM
225
Red Lighthouse Investment Management
New York
$527K -$9.89K -351 -2%

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.