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Dimensional International Small Cap Value ETF

259 hedge funds and large institutions have $1.7B invested in Dimensional International Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 153 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+10
Holders Change %
+4.02%
% of All Funds
3.75%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.45%
New
22
Increased
153
Reduced
55
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$250M +$5.95M +204,826 +2%
FFM
2
Forum Financial Management
Illinois
$180M +$5.48M +188,565 +3%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$105M +$105M +3,604,905 +31,372%
FPAS
4
Focus Partners Advisor Solutions
Missouri
$47.8M +$2.62M +90,086 +6%
RWM
5
Ritholtz Wealth Management
New York
$39.3M +$1.38M +47,659 +4%
HighTower Advisors
6
HighTower Advisors
Illinois
$34.5M +$310K +10,659 +0.9%
Jane Street
7
Jane Street
New York
$33.3M +$9.74M +335,298 +41%
ADL
8
Asset Dedication LLC
California
$32.6M +$957K +32,930 +3%
Corient Private Wealth
9
Corient Private Wealth
Florida
$31.1M +$989K +34,018 +3%
EAM
10
Evanson Asset Management
California
$27.9M +$1.19M +41,120 +4%
JTWM
11
Jackson Thornton Wealth Management
Alabama
$25.4M +$4.79M +164,868 +23%
AWP
12
Abacus Wealth Partners
California
$24.9M +$2.07M +71,291 +9%
MWA
13
Monograph Wealth Advisors
California
$23.9M +$2.8M +96,307 +13%
PCI
14
Planning Center Inc
Illinois
$23.8M +$165K +5,667 +0.7%
Cerity Partners
15
Cerity Partners
New York
$22.4M +$2.31M +79,448 +11%
DPW
16
DiNuzzo Private Wealth
Pennsylvania
$21.9M -$262K -9,009 -1%
SC
17
Savant Capital
Illinois
$21.2M +$1.01M +34,921 +5%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$19.7M +$930K +32,059 +5%
Creative Planning
19
Creative Planning
Kansas
$18.2M -$7.64K -263 -0%
Kovitz Investment Group Partners
20
Kovitz Investment Group Partners
Illinois
$17.9M +$17.9M +622,270 New
IWM
21
Integris Wealth Management
California
$16M +$328K +11,280 +2%
MFC
22
Miramar Fiduciary Corp
Nevada
$14.7M
QFA
23
Quantum Financial Advisors
California
$13.7M +$1.76M +60,512 +15%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$13.6M -$5.37M -184,864 -28%
EWA
25
Exencial Wealth Advisors
Oklahoma
$13.5M +$1.79M +61,504 +15%