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Dimensional International Small Cap Value ETF

133 hedge funds and large institutions have $562M invested in Dimensional International Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 53 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+59
Holders Change %
+79.73%
% of All Funds
2.15%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
65
Increased
53
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$160M +$11.5M +518,403 +8%
FFM
2
Forum Financial Management
Illinois
$45.6M +$32M +1,439,272 +235%
RWM
3
Ritholtz Wealth Management
New York
$23.9M +$23.7M +1,065,277 +10,440%
Creative Planning
4
Creative Planning
Kansas
$23.8M +$23.8M +1,072,196 New
ADL
5
Asset Dedication LLC
California
$18.7M +$2.34M +105,430 +14%
HighTower Advisors
6
HighTower Advisors
Illinois
$17.2M -$3.2M -144,173 -16%
BSW
7
Buckingham Strategic Wealth
Missouri
$15M +$11.1M +499,396 +287%
Cerity Partners
8
Cerity Partners
New York
$12.8M +$7.6M +342,009 +147%
Corient Private Wealth
9
Corient Private Wealth
Florida
$12.2M +$12.2M +548,953 New
PCI
10
Planning Center Inc
Illinois
$12M +$12M +540,714 New
EP
11
Equius Partners
California
$11M +$8.28M +372,961 +310%
CC
12
Callan Capital
California
$9.48M -$16.5M -744,075 -64%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$8.33M -$3.56M -160,312 -30%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$8.33M +$2.54M +114,071 +44%
EAM
15
Evanson Asset Management
California
$8.08M +$5.16M +232,421 +177%
MWA
16
Monograph Wealth Advisors
California
$7.14M +$3.56M +160,372 +100%
KAM
17
KEB Asset Management
Illinois
$6M +$4.2M +189,150 +234%
HIGP
18
Hill Investment Group Partners
Missouri
$5.94M +$4.56M +205,129 +328%
MHS
19
M Holdings Securities
Oregon
$5.91M +$4.58M +206,219 +345%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$5.9M +$1.7M +76,741 +41%
SFG
21
Steward Financial Group
Texas
$5.23M +$2.74M +123,246 +110%
EWA
22
Exencial Wealth Advisors
Oklahoma
$4.88M +$3.85M +173,383 +375%
HWM
23
Hassell Wealth Management
Louisiana
$4.23M +$4.23M +176,852 New
SM
24
Sensible Money
Arizona
$4.09M +$4.09M +184,062 New
CCM
25
Carlson Capital Management
Minnesota
$4.08M -$586K -26,404 -13%