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Dimensional International Small Cap Value ETF

185 hedge funds and large institutions have $1B invested in Dimensional International Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 115 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+15
Holders Change %
+8.82%
% of All Funds
2.95%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
22
Increased
115
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$184M +$4.74M +199,146 +3%
FFM
2
Forum Financial Management
Illinois
$151M +$19.1M +804,855 +14%
SIS
3
Strategic Investment Solutions
Illinois
$45.2M +$44.5M +1,824,266 +6,138%
BSW
4
Buckingham Strategic Wealth
Missouri
$34.7M +$9.6M +403,888 +38%
Jane Street
5
Jane Street
New York
$31M -$50.8M -2,137,886 -62%
RWM
6
Ritholtz Wealth Management
New York
$28.4M +$1.12M +47,241 +4%
ADL
7
Asset Dedication LLC
California
$23.9M +$1.68M +70,887 +8%
HighTower Advisors
8
HighTower Advisors
Illinois
$23.7M -$1.67M -70,208 -7%
PCI
9
Planning Center Inc
Illinois
$17.9M +$677K +28,485 +4%
EAM
10
Evanson Asset Management
California
$15.3M +$2.06M +86,686 +16%
Cerity Partners
11
Cerity Partners
New York
$14.7M -$166K -6,989 -1%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$14.7M +$3.3M +138,923 +29%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$14.3M +$14.3M +599,720 New
Corient Private Wealth
14
Corient Private Wealth
Florida
$14.2M -$5.98M -251,498 -30%
MWA
15
Monograph Wealth Advisors
California
$14M +$785K +33,009 +6%
Creative Planning
16
Creative Planning
Kansas
$13M -$290K -12,180 -2%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$12.1M +$829K +33,408 +7%
IWM
18
Integris Wealth Management
California
$11.6M +$11.6M +489,360 New
CC
19
Callan Capital
California
$9.48M -$307K -12,921 -3%
JTWM
20
Jackson Thornton Wealth Management
Alabama
$9.01M +$234K +9,840 +3%
MHS
21
M Holdings Securities
Oregon
$8.92M +$4.04M +170,013 +83%
RVPG
22
Relative Value Partners Group
$8.51M +$15.9K +667 +0.2%
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$8.23M +$604K +25,388 +8%
B
24
Bridgeworth
Alabama
$8.03M +$736K +30,970 +10%
KAM
25
KEB Asset Management
Illinois
$7.68M +$743K +31,262 +11%