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Dimensional International Small Cap Value ETF

74 hedge funds and large institutions have $290M invested in Dimensional International Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+22
Holders Change %
+42.31%
% of All Funds
1.28%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
27
Increased
39
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$124M +$19.7M +1,062,200 +19%
CC
2
Callan Capital
California
$21.7M +$21.5M +1,158,640 +9,297%
HighTower Advisors
3
HighTower Advisors
Illinois
$17.1M +$4.79M +257,991 +39%
ADL
4
Asset Dedication LLC
California
$13.7M +$3.46M +186,590 +34%
FFM
5
Forum Financial Management
Illinois
$11.4M +$9.89M +533,032 +663%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$9.94M +$9.94M +535,444 New
DY
7
Dowling & Yahnke
California
$6.21M +$5.58M +300,600 +890%
OMC
8
Old Mission Capital
Illinois
$6.07M +$2.73M +146,897 +82%
LWM
9
Liberty Wealth Management
California
$4.73M +$4.1M +221,024 +652%
CPA
10
Cardiff Park Advisors
California
$4.67M +$1.51M +81,529 +48%
Cerity Partners
11
Cerity Partners
New York
$4.33M +$4.33M +233,409 New
WFA
12
Wipfli Financial Advisors
Wisconsin
$4.31M -$2.11M -113,651 -33%
CCM
13
Carlson Capital Management
Minnesota
$3.9M +$3.9M +210,209 New
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$3.51M +$2.26M +121,944 +182%
BSW
15
Buckingham Strategic Wealth
Missouri
$3.23M +$1.23M +66,164 +61%
MWA
16
Monograph Wealth Advisors
California
$2.99M +$2.99M +160,895 New
B
17
BetterWealth
California
$2.79M +$330K +17,770 +13%
CFO
18
Collective Family Office
Pennsylvania
$2.74M +$484K +26,098 +21%
WCWM
19
Willow Creek Wealth Management
California
$2.55M +$2.55M +137,112 New
EAM
20
Evanson Asset Management
California
$2.44M +$584K +31,444 +31%
EP
21
Equius Partners
California
$2.24M +$1.18M +63,447 +111%
JTWM
22
Jackson Thornton Wealth Management
Alabama
$2.12M +$2.12M +113,986 New
SFG
23
Steward Financial Group
Texas
$2.08M +$1.13M +60,960 +119%
BPA
24
Beacon Pointe Advisors
California
$1.82M +$1.13M +60,838 +164%
KAM
25
KEB Asset Management
Illinois
$1.5M +$1.5M +80,870 New