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Dimensional International Small Cap Value ETF

223 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 54 funds opening new positions, 116 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+38
Holders Change %
+20.54%
% of All Funds
3.27%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.34%
New
54
Increased
116
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$200M +$382K +14,818 +0.2%
FFM
2
Forum Financial Management
Illinois
$171M +$6.55M +254,060 +4%
BSW
3
Buckingham Strategic Wealth
Missouri
$54.4M +$16.8M +649,857 +45%
Jane Street
4
Jane Street
New York
$44.3M +$10.7M +414,869 +32%
RWM
5
Ritholtz Wealth Management
New York
$31.8M +$1M +38,845 +3%
HighTower Advisors
6
HighTower Advisors
Illinois
$31.1M +$5.4M +209,337 +21%
ADL
7
Asset Dedication LLC
California
$26.5M +$592K +22,957 +2%
Corient Private Wealth
8
Corient Private Wealth
Florida
$24.6M +$9.23M +357,775 +60%
PCI
9
Planning Center Inc
Illinois
$20M +$577K +22,387 +3%
DPW
10
DiNuzzo Private Wealth
Pennsylvania
$19.8M +$19.8M +766,625 New
EAM
11
Evanson Asset Management
California
$19.6M +$2.93M +113,582 +18%
AWP
12
Abacus Wealth Partners
California
$16.7M +$8.86M +343,560 +113%
Cerity Partners
13
Cerity Partners
New York
$16.6M +$684K +26,530 +4%
MFC
14
Miramar Fiduciary Corp
Nevada
$16.4M +$16.4M +635,707 New
FPAS
15
Focus Partners Advisor Solutions
Missouri
$16M +$106K +4,102 +0.7%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$15.9M +$404K +15,683 +3%
MWA
17
Monograph Wealth Advisors
California
$15.2M +$15.2K +590 +0.1%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$13.7M +$1.11M +43,106 +9%
Creative Planning
19
Creative Planning
Kansas
$13.5M -$618K -23,961 -4%
IWM
20
Integris Wealth Management
California
$13.5M +$867K +33,610 +7%
RVPG
21
Relative Value Partners Group
$12.3M +$3.11M +120,770 +34%
CC
22
Callan Capital
California
$11.6M +$1.34M +51,886 +13%
SC
23
Savant Capital
Illinois
$11M +$4.51M +174,764 +69%
MHS
24
M Holdings Securities
Oregon
$10.9M +$1.25M +48,434 +13%
MGW
25
MB Generational Wealth
Washington
$10.5M +$10.5M +408,150 New