Dimensional International Small Cap Value ETF
DISV
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.
422% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 18
386% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 7
29% more capital invested
Capital invested by funds: $562M → $726M (+$164M)
18% more funds holding
Funds holding: 133 → 157 (+24)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
5.68% less ownership
Funds ownership: 80.34% → 74.66% (-5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$22.6M |
| 2 |
Jane Street
New York
|
+$22.3M |
| 3 |
RVPG
Relative Value Partners Group
|
+$7.65M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.83M |
| 5 |
BEAM
Baker Ellis Asset Management
Vancouver,
Washington
|
+$6.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$11.6M |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$3.1M |
| 3 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$2.36M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$906K |
| 5 |
DWM
Dopkins Wealth Management
Williamsville,
New York
|
-$650K |
DISV Hedge Fund Activity: Q1 2023 in Review
157 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q1 2023, worth a combined $726M — up 29% from $562M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new DISV positions and 7 closed out — a net gain of 27 holders — while 94 added to existing stakes and 18 trimmed.
The largest buyer was Forum Financial Management, adding an estimated $22.6M. The largest seller was Creative Planning, cutting an estimated $11.6M.
- 157 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q1 2023, up from 133 in Q4 2022.
- Funds reported $726M of Dimensional International Small Cap Value ETF stock for Q1 2023, up 29% quarter-over-quarter.
- 34 funds opened new Dimensional International Small Cap Value ETF positions in Q1 2023 and 7 closed out, a net change of +27 holders.
- The largest Dimensional International Small Cap Value ETF buyer in Q1 2023 was Forum Financial Management, an estimated $22.6M added.
- The largest Dimensional International Small Cap Value ETF seller in Q1 2023 was Creative Planning, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2023.