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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

170 hedge funds and large institutions have $901M invested in Dimensional International Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 107 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+13
Holders Change %
+8.28%
% of All Funds
2.68%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
22
Increased
107
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
$132M
2
Jane Street
Jane Street
New York
$81.4M
3
BSW
Buckingham Strategic Wealth
Missouri
$25M
4
PFO
Pathstone Family Office
New Jersey
$7.27M
5
SWM
Seaside Wealth Management
California
$6.23M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
OMC
Old Mission Capital
Illinois
$2.69M
4
MHS
M Holdings Securities
Oregon
$4.86M
5
Osaic Holdings
Osaic Holdings
Arizona
$297K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$179M +$2.47M +104,483 +1%
FFM
2
Forum Financial Management
Illinois
$132M +$60.5M +2,556,263 +85%
Jane Street
3
Jane Street
New York
$81.4M +$57.6M +2,435,744 +242%
RWM
4
Ritholtz Wealth Management
New York
$27.1M +$1.47M +62,105 +6%
HighTower Advisors
5
HighTower Advisors
Illinois
$25.3M +$550K +23,246 +2%
BSW
6
Buckingham Strategic Wealth
Missouri
$25M +$9.04M +382,272 +57%
ADL
7
Asset Dedication LLC
California
$22.1M +$734K +31,050 +3%
Corient Private Wealth
8
Corient Private Wealth
Florida
$20.1M +$2.09M +88,233 +12%
PCI
9
Planning Center Inc
Illinois
$17.1M +$858K +36,293 +5%
Cerity Partners
10
Cerity Partners
New York
$14.8M +$710K +30,005 +5%
Creative Planning
11
Creative Planning
Kansas
$13.3M -$575K -24,294 -4%
EAM
12
Evanson Asset Management
California
$13.2M +$3.1M +131,248 +31%
MWA
13
Monograph Wealth Advisors
California
$13.2M +$913K +38,617 +7%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$11.3M +$863K +36,481 +8%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$11.1M +$1.04M +42,605 +10%
CC
16
Callan Capital
California
$9.73M -$214K -9,058 -2%
JTWM
17
Jackson Thornton Wealth Management
Alabama
$8.73M +$4.82M +203,765 +123%
RVPG
18
Relative Value Partners Group
$8.45M +$818K +34,590 +11%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$7.59M +$734K +31,032 +11%
PFO
20
Pathstone Family Office
New Jersey
$7.27M +$7.27M +307,227 New
B
21
Bridgeworth
Alabama
$7.25M +$1.98M +83,899 +38%
BEAM
22
Baker Ellis Asset Management
Washington
$7.23M -$49.6K -2,097 -0.7%
KAM
23
KEB Asset Management
Illinois
$6.9M +$297K +12,537 +4%
SFG
24
Steward Financial Group
Texas
$6.82M +$485K +20,514 +8%
AWP
25
Abacus Wealth Partners
California
$6.35M +$3.03M +128,057 +91%
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