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Dimensional International Small Cap Value ETF

362 hedge funds and large institutions have $2.85B invested in Dimensional International Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 172 increasing their positions, 111 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

55% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 111

12% more capital invested

Capital invested by funds: $2.55B → $2.85B (+$296M)

5% more funds holding

Funds holding: 346362 (+16)

0% more funds holding in top 10

Funds holding in top 10: 4444 (0)

0.24% less ownership

Funds ownership: 79.29%79.04% (-0.24%)

Holders
362
Holders Change
+16
Holders Change %
+4.62%
% of All Funds
4.75%
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.58%
New
35
Increased
172
Reduced
111
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
201
Simplicity Wealth
New Jersey
$1.23M -$1.17M -34,209 -50%
OA
202
Oceanside Advisors
South Carolina
$1.23M +$4.66K +136 +0.4%
CL
203
CSS LLC
Illinois
$1.19M +$49.4K +1,440 +4%
AF
204
Allworth Financial
California
$1.17M +$190K +5,555 +20%
CGPCS
205
Capital Group Private Client Services
California
$1.14M
RLWM
206
RF&L Wealth Management
Massachusetts
$1.14M +$142K +4,150 +15%
BCA
207
Bay Colony Advisors
Massachusetts
$1.14M +$460K +13,431 +73%
HWM
208
Hemington Wealth Management
Virginia
$1.12M -$37.4K -1,091 -3%
OFI
209
Outbound Financial Inc
Colorado
$1.12M -$15.2K -442 -1%
TWCA
210
Two West Capital Advisors
Kansas
$1.11M -$3.7K -108 -0.4%
AFG
211
Altiora Financial Group
Ohio
$1.11M -$36.4K -1,062 -3%
AFGAS
212
Allegiance Financial Group Advisory Services
Virginia
$1.08M +$2.54K +74 +0.2%
Morgan Stanley
213
Morgan Stanley
New York
$1.06M +$194K +5,655 +23%
PWM
214
Perigon Wealth Management
California
$995K +$150K +4,378 +19%
JBW
215
Journey Beyond Wealth
Georgia
$984K +$71.4K +2,083 +8%
CWM
216
CarsonAllaria Wealth Management
Illinois
$981K -$88.4K -2,578 -9%
PWIA
217
Porter White Investment Advisors
Alabama
$970K -$19.3K -562 -2%
RCAG
218
Rehmann Capital Advisory Group
Michigan
$962K +$83.8K +2,444 +10%
APW
219
Austin Private Wealth
Texas
$956K -$28.9K -843 -3%
SC
220
Shearwater Capital
Colorado
$937K +$2.3K +67 +0.3%
RFP
221
RCS Financial Planning
Maryland
$929K -$31.2K -910 -3%
CWMA
222
Capstone Wealth Management (Alabama)
Alabama
$913K +$262K +7,645 +43%
NA
223
Nautilus Advisors
California
$871K +$339K +9,887 +68%
Truist Financial
224
Truist Financial
North Carolina
$868K +$56K +1,634 +7%
MWM
225
Mission Wealth Management
California
$830K +$40.7K +1,187 +5%

DISV Hedge Fund Activity: Q3 2025 in Review

362 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q3 2025, worth a combined $2.85B — up 12% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DISV positions and 13 closed out — a net gain of 22 holders — while 172 added to existing stakes and 111 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $13.6M. The largest seller was Corient Private Wealth, cutting an estimated $25.4M.

  • 362 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q3 2025, up from 346 in Q2 2025.
  • Funds reported $2.85B of Dimensional International Small Cap Value ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 35 funds opened new Dimensional International Small Cap Value ETF positions in Q3 2025 and 13 closed out, a net change of +22 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q3 2025 was Focus Partners Wealth, an estimated $13.6M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q3 2025 was Corient Private Wealth, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2025.