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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

234 hedge funds and large institutions have $1.39B invested in Dimensional International Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 137 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+12
Holders Change %
+5.41%
% of All Funds
3.39%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
28
Increased
137
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$37.7M
2
BSW
Buckingham Strategic Wealth
Missouri
$75.8M
3
MWM
Merriman Wealth Management
Washington
$221M
4
QFA
Quantum Financial Advisors
California
$10.4M
5
Financial Engines Advisors
Financial Engines Advisors
California
$6.3M

Top Sellers

1
Jane Street
Jane Street
New York
$24.1M
2
MHS
M Holdings Securities
Oregon
$0
3
CCM
Carlson Capital Management
Minnesota
$0
4
DSCM
Del-Sette Capital Management
New York
$2.41M
5
AWM
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$221M +$9.87M +362,946 +5%
FFM
2
Forum Financial Management
Illinois
$177M -$2.77M -101,948 -2%
BSW
3
Buckingham Strategic Wealth
Missouri
$75.8M +$18.4M +677,729 +32%
FPAS
4
Focus Partners Advisor Solutions
Missouri
$37.7M +$20.8M +764,664 +123%
RWM
5
Ritholtz Wealth Management
New York
$35.2M +$1.63M +59,802 +5%
HighTower Advisors
6
HighTower Advisors
Illinois
$30.4M -$2.43M -89,378 -7%
ADL
7
Asset Dedication LLC
California
$29.1M +$1.11M +40,780 +4%
Corient Private Wealth
8
Corient Private Wealth
Florida
$27.4M +$1.38M +50,695 +5%
Jane Street
9
Jane Street
New York
$24.1M -$22.7M -833,224 -48%
EAM
10
Evanson Asset Management
California
$23M +$2.36M +86,775 +11%
PCI
11
Planning Center Inc
Illinois
$22M +$939K +34,552 +4%
DPW
12
DiNuzzo Private Wealth
Pennsylvania
$20.9M +$35.6K +1,309 +0.2%
AWP
13
Abacus Wealth Partners
California
$19.4M +$1.79M +65,907 +10%
MWA
14
Monograph Wealth Advisors
California
$19.1M +$2.99M +110,038 +19%
Cerity Partners
15
Cerity Partners
New York
$18.1M +$586K +21,551 +3%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$17.6M +$905K +33,294 +5%
MFC
17
Miramar Fiduciary Corp
Nevada
$16.3M -$968K -35,616 -6%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$16M +$1.51M +55,531 +10%
IWM
19
Integris Wealth Management
California
$15.4M +$1.21M +44,668 +9%
Creative Planning
20
Creative Planning
Kansas
$13.6M -$692K -25,444 -5%
MGW
21
MB Generational Wealth
Washington
$12.5M +$1.4M +51,377 +13%
RVPG
22
Relative Value Partners Group
$12.4M +$274K +10,811 +2%
JTWM
23
Jackson Thornton Wealth Management
Alabama
$12.4M +$2.31M +84,819 +23%
LI
24
LRI Investments
Florida
$12.2M +$12.2M +449,774 New
PWMG
25
Private Wealth Management Group
New Jersey
$12.2M +$1.43M +52,576 +13%
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