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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

157 hedge funds and large institutions have $726M invested in Dimensional International Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+24
Holders Change %
+18.05%
% of All Funds
2.51%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
34
Increased
94
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
+$22.7M
2
Jane Street
Jane Street
New York
+$22.4M
3
RVPG
Relative Value Partners Group
+$7.68M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.85M
5
BEAM
Baker Ellis Asset Management
Washington
+$6.84M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$11.6M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$3.1M
3
NL
NWAM LLC
Washington
-$2.36M
4
FTUS
Flow Traders U.S.
New York
-$906K
5
DWM
Dopkins Wealth Management
New York
-$650K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$177M +$5.63M +236,344 +3%
FFM
2
Forum Financial Management
Illinois
$71.6M +$22.7M +953,410 +46%
RWM
3
Ritholtz Wealth Management
New York
$25.8M +$242K +10,180 +0.9%
HighTower Advisors
4
HighTower Advisors
Illinois
$24.9M +$6.44M +270,848 +35%
Jane Street
5
Jane Street
New York
$24M +$22.4M +940,210 +1,409%
ADL
6
Asset Dedication LLC
California
$21.5M +$1.44M +60,652 +7%
Corient Private Wealth
7
Corient Private Wealth
Florida
$18.1M +$5.05M +212,269 +39%
PCI
8
Planning Center Inc
Illinois
$16.9M +$3.59M +146,049 +27%
BSW
9
Buckingham Strategic Wealth
Missouri
$15M – – –
Cerity Partners
10
Cerity Partners
New York
$14.2M +$485K +20,353 +4%
Creative Planning
11
Creative Planning
Kansas
$13.9M -$11.6M -487,354 -45%
MWA
12
Monograph Wealth Advisors
California
$12.4M +$4.71M +197,882 +62%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$10.5M +$1.59M +66,653 +18%
EAM
14
Evanson Asset Management
California
$10.2M +$1.51M +63,334 +17%
CC
15
Callan Capital
California
$10M -$152K -6,400 -1%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$9.82M +$926K +38,900 +10%
MHS
17
M Holdings Securities
Oregon
$7.81M +$1.48M +62,130 +23%
RVPG
18
Relative Value Partners Group
$7.68M +$7.68M +322,601 New
BEAM
19
Baker Ellis Asset Management
Washington
$7.33M +$6.84M +287,326 +1,408%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$6.9M +$572K +24,044 +9%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$6.85M +$6.85M +287,715 New
KAM
22
KEB Asset Management
Illinois
$6.64M +$214K +8,987 +3%
HIGP
23
Hill Investment Group Partners
Missouri
$6.41M +$34.6K +1,452 +0.5%
SFG
24
Steward Financial Group
Texas
$6.38M +$773K +32,484 +14%
DSCM
25
Del-Sette Capital Management
New York
$6.06M +$6.06M +254,416 New
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