Dimensional International Small Cap Value ETF
DISV
224 hedge funds and large institutions have $1.25B invested in Dimensional International Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 116 increasing their positions, 37 reducing their positions, and 11 closing their positions.
400% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 11
214% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 37
44% more funds holding in top 10
Funds holding in top 10: 16 → 23 (+7)
24% more capital invested
Capital invested by funds: $1B → $1.25B (+$245M)
21% more funds holding
Funds holding: 185 → 224 (+39)
1.81% more ownership
Funds ownership: 77.43% → 79.24% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$15.6M |
| 2 |
Jane Street
New York
|
+$9.97M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$8.6M |
| 4 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$8.26M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$43.5M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$7.34M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$4.74M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$2.88M |
| 5 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$2.57M |
DISV Hedge Fund Activity: Q4 2023 in Review
224 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q4 2023, worth a combined $1.25B — up 24% from $1B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new DISV positions and 11 closed out — a net gain of 44 holders — while 116 added to existing stakes and 37 trimmed.
The largest buyer was Buckingham Strategic Wealth, adding an estimated $15.6M. The largest seller was Strategic Investment Solutions, cutting an estimated $43.5M.
- 224 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q4 2023, up from 185 in Q3 2023.
- Funds reported $1.25B of Dimensional International Small Cap Value ETF stock for Q4 2023, up 24% quarter-over-quarter.
- 55 funds opened new Dimensional International Small Cap Value ETF positions in Q4 2023 and 11 closed out, a net change of +44 holders.
- The largest Dimensional International Small Cap Value ETF buyer in Q4 2023 was Buckingham Strategic Wealth, an estimated $15.6M added.
- The largest Dimensional International Small Cap Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $43.5M sold.
Based on aggregated 13F filings for Q4 2023.