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Dimensional International Small Cap Value ETF

52 hedge funds and large institutions have $614M invested in Dimensional International Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 4 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,200% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 2

550% more funds holding

Funds holding: 852 (+44)

20% more capital invested

Capital invested by funds: $510M → $614M (+$104M)

Holders
52
Holders Change
+44
Holders Change %
+550%
% of All Funds
0.88%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
46
Increased
4
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$421M
MWM
2
Merriman Wealth Management
Washington
$119M +$130M +5,591,352 +12,855%
HighTower Advisors
3
HighTower Advisors
Illinois
$13.9M +$15.3M +661,419 New
ADL
4
Asset Dedication LLC
California
$11.6M +$3.27M +141,019 +34%
WFA
5
Wipfli Financial Advisors
Wisconsin
$7.27M +$8.01M +345,601 New
OMC
6
Old Mission Capital
Illinois
$3.79M +$4.17M +179,950 New
CPA
7
Cardiff Park Advisors
California
$3.57M +$3.93M +169,799 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.89M +$3.18M +137,138 New
B
9
BetterWealth
California
$2.79M +$3.07M +132,461 New
CFO
10
Collective Family Office
Pennsylvania
$2.56M +$2.82M +121,568 New
BSW
11
Buckingham Strategic Wealth
Missouri
$2.27M +$2.5M +107,997 New
EAM
12
Evanson Asset Management
California
$2.1M +$2.32M +99,969 New
CL
13
CPWM LLC
Washington
$1.71M +$1.88M +81,012 New
FFM
14
Forum Financial Management
Illinois
$1.69M +$1.86M +80,378 New
DAM
15
Derbend Asset Management
Georgia
$1.42M +$1.57M +67,663 New
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$1.41M +$1.55M +67,072 New
Citadel Advisors
17
Citadel Advisors
Florida
$1.36M +$816K +35,230 +120%
HIGP
18
Hill Investment Group Partners
Missouri
$1.28M +$1.41M +60,985 New
EP
19
Equius Partners
California
$1.2M +$1.32M +56,959 New
SFG
20
Steward Financial Group
Texas
$1.08M +$1.18M +51,126 New
MHS
21
M Holdings Securities
Oregon
$978K +$1.08M +46,458 New
NWM
22
Northwest Wealth Management
Iowa
$916K +$1.01M +43,503 New
BPA
23
Beacon Pointe Advisors
California
$780K +$858K +37,046 New
LWM
24
Liberty Wealth Management
California
$713K +$17.9K +772 +2%
DY
25
Dowling & Yahnke
California
$711K +$782K +33,766 New

DISV Hedge Fund Activity: Q2 2022 in Review

52 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q2 2022, worth a combined $614M — up 20% from $510M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DISV positions and 2 closed out — a net gain of 44 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Merriman Wealth Management, adding an estimated $130M. The largest seller was Jane Street, exiting entirely with an estimated $3M sold.

  • 52 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q2 2022, up from 8 in Q1 2022.
  • Funds reported $614M of Dimensional International Small Cap Value ETF stock for Q2 2022, up 20% quarter-over-quarter.
  • 46 funds opened new Dimensional International Small Cap Value ETF positions in Q2 2022 and 2 closed out, a net change of +44 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q2 2022 was Merriman Wealth Management, an estimated $130M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q2 2022 was Jane Street, an estimated $3M sold.

Based on aggregated 13F filings for Q2 2022.