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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

249 hedge funds and large institutions have $1.45B invested in Dimensional International Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 144 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+15
Holders Change %
+6.41%
% of All Funds
3.62%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
26
Increased
144
Reduced
50
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
$84.7M
2
SC
Savant Capital
Illinois
$18.6M
3
GOCP
Great Oak Capital Partners
Massachusetts
$7.67M
4
JTWM
Jackson Thornton Wealth Management
Alabama
$19.1M
5
MWM
Merriman Wealth Management
Washington
$226M

Top Sellers

1
FFM
Forum Financial Management
Illinois
$162M
2
RVPG
Relative Value Partners Group
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
EF
Empowered Funds
Pennsylvania
$0
5
MFC
Miramar Fiduciary Corp
Nevada
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$226M +$6.81M +253,225 +3%
FFM
2
Forum Financial Management
Illinois
$162M -$13.4M -497,335 -8%
BSW
3
Buckingham Strategic Wealth
Missouri
$84.7M +$9.75M +362,441 +13%
FPAS
4
Focus Partners Advisor Solutions
Missouri
$41.9M +$4.58M +170,244 +12%
RWM
5
Ritholtz Wealth Management
New York
$35.1M +$307K +11,397 +0.9%
HighTower Advisors
6
HighTower Advisors
Illinois
$31.7M +$1.58M +58,587 +5%
ADL
7
Asset Dedication LLC
California
$29.3M +$513K +19,056 +2%
Corient Private Wealth
8
Corient Private Wealth
Florida
$27.9M +$845K +31,407 +3%
EAM
9
Evanson Asset Management
California
$24.7M +$1.96M +73,007 +9%
PCI
10
Planning Center Inc
Illinois
$21.8M +$93.2K +3,464 +0.4%
Jane Street
11
Jane Street
New York
$21.8M -$2.02M -75,164 -8%
AWP
12
Abacus Wealth Partners
California
$21.2M +$1.97M +73,043 +10%
DPW
13
DiNuzzo Private Wealth
Pennsylvania
$20.5M -$139K -5,173 -0.7%
MWA
14
Monograph Wealth Advisors
California
$19.5M +$645K +23,958 +3%
JTWM
15
Jackson Thornton Wealth Management
Alabama
$19.1M +$6.86M +254,997 +56%
SC
16
Savant Capital
Illinois
$18.6M +$9M +334,452 +93%
Cerity Partners
17
Cerity Partners
New York
$18.6M +$689K +25,612 +4%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$18.1M +$1.65M +58,956 +10%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$17.6M +$116K +4,320 +0.7%
Creative Planning
20
Creative Planning
Kansas
$16.9M +$3.45M +128,086 +26%
IWM
21
Integris Wealth Management
California
$14.5M -$799K -29,685 -5%
MFC
22
Miramar Fiduciary Corp
Nevada
$13.6M -$2.52M -93,500 -16%
LI
23
LRI Investments
Florida
$12.5M +$427K +15,859 +4%
MGW
24
MB Generational Wealth
Washington
$12.3M -$39.1K -1,453 -0.3%
CC
25
Callan Capital
California
$11.3M -$577K -21,451 -5%
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