Dimensional International Small Cap Value ETF
DISV
252 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 27 funds opening new positions, 146 increasing their positions, 50 reducing their positions, and 10 closing their positions.
192% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 50
170% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 10
121% more capital inflows, than outflows
Capital inflows: $138M | Capital outflows: $62.7M
8% more funds holding in top 10
Funds holding in top 10: 26 → 28 (+2)
7% more funds holding
Funds holding: 236 → 252 (+16)
1.37% less ownership
Funds ownership: 77.7% → 76.33% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$9.9M |
| 2 |
Savant Capital
Rockford,
Illinois
|
+$9.18M |
| 3 |
Great Oak Capital Partners
South Easton,
Massachusetts
|
+$7.88M |
| 4 |
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
+$7M |
| 5 |
Merriman Wealth Management
Seattle,
Washington
|
+$6.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Forum Financial Management
Lombard,
Illinois
|
-$13.6M |
| 2 |
Relative Value Partners Group
|
-$12.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$7.44M |
| 4 |
Empowered Funds
Havertown,
Pennsylvania
|
-$5.33M |
| 5 |
MFC
Miramar Fiduciary Corp
Reno,
Nevada
|
-$2.57M |
DISV Hedge Fund Activity: Q2 2024 in Review
252 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q2 2024, worth a combined $1.45B — up 3.9% from $1.4B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DISV positions and 10 closed out — a net gain of 17 holders — while 146 added to existing stakes and 50 trimmed.
The largest buyer was Buckingham Strategic Wealth, adding an estimated $9.9M. The largest seller was Forum Financial Management, cutting an estimated $13.6M.
- 252 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q2 2024, up from 236 in Q1 2024.
- Funds reported $1.45B of Dimensional International Small Cap Value ETF stock for Q2 2024, up 3.9% quarter-over-quarter.
- 27 funds opened new Dimensional International Small Cap Value ETF positions in Q2 2024 and 10 closed out, a net change of +17 holders.
- The largest Dimensional International Small Cap Value ETF buyer in Q2 2024 was Buckingham Strategic Wealth, an estimated $9.9M added.
- The largest Dimensional International Small Cap Value ETF seller in Q2 2024 was Forum Financial Management, an estimated $13.6M sold.
Based on aggregated 13F filings for Q2 2024.