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Dimensional International Small Cap Value ETF

314 hedge funds and large institutions have $1.73B invested in Dimensional International Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

509% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 11

167% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 60

32% more funds holding in top 10

Funds holding in top 10: 3141 (+10)

20% more funds holding

Funds holding: 262314 (+52)

3.41% more ownership

Funds ownership: 75.84%79.24% (+3.4%)

2% more capital invested

Capital invested by funds: $1.71B → $1.73B (+$25.7M)

Holders
314
Holders Change
+52
Holders Change %
+19.85%
% of All Funds
4.14%
Holding in Top 10
41
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+32.26%
% of All Funds
0.54%
New
67
Increased
160
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Merriman Wealth Management
Washington
$236M +$7.52M +274,044 +3%
FFM
2
Forum Financial Management
Illinois
$170M +$4.92M +179,243 +3%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$115M +$19.9M +726,986 +20%
FPAS
4
Focus Partners Advisor Solutions
Missouri
$59.3M +$16.1M +585,125 +36%
RWM
5
Ritholtz Wealth Management
New York
$37.8M +$1.89M +68,774 +5%
ADL
6
Asset Dedication LLC
California
$32.2M +$2.54M +92,723 +8%
HighTower Advisors
7
HighTower Advisors
Illinois
$32.1M +$522K +19,017 +2%
Corient Private Wealth
8
Corient Private Wealth
Florida
$27.8M -$708K -25,794 -2%
AWP
9
Abacus Wealth Partners
California
$27.5M +$4.89M +178,329 +21%
EAM
10
Evanson Asset Management
California
$26.8M +$1.36M +49,532 +5%
JTWM
11
Jackson Thornton Wealth Management
Alabama
$25.8M +$2.66M +96,778 +11%
Cerity Partners
12
Cerity Partners
New York
$22.4M +$1.92M +70,069 +9%
PCI
13
Planning Center Inc
Illinois
$21.9M +$153K +5,558 +0.7%
MWA
14
Monograph Wealth Advisors
California
$20.7M -$1.12M -40,905 -5%
DPW
15
DiNuzzo Private Wealth
Pennsylvania
$20.4M +$364K +13,268 +2%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$19.2M +$1.22M +44,456 +7%
SC
17
Savant Capital
Illinois
$18.7M -$631K -23,007 -3%
Kovitz Investment Group Partners
18
Kovitz Investment Group Partners
Illinois
$18.2M +$1.69M +61,673 +10%
GOCP
19
Great Oak Capital Partners
Massachusetts
$17M +$8.22M +299,398 +85%
Creative Planning
20
Creative Planning
Kansas
$16.3M -$366K -13,352 -2%
IWM
21
Integris Wealth Management
California
$15.6M +$1.07M +39,019 +7%
Northern Trust
22
Northern Trust
Illinois
$14.6M +$4.59M +167,149 +44%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$14.5M +$2.14M +78,154 +17%
QFA
24
Quantum Financial Advisors
California
$13.7M +$1.23M +44,875 +10%
EWA
25
Exencial Wealth Advisors
Oklahoma
$13.4M +$1.07M +38,959 +8%

DISV Hedge Fund Activity: Q4 2024 in Review

314 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q4 2024, worth a combined $1.73B — up 1.5% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DISV positions and 11 closed out — a net gain of 56 holders — while 160 added to existing stakes and 60 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $19.9M. The largest seller was Jane Street, exiting entirely with an estimated $33.3M sold.

  • 314 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q4 2024, up from 262 in Q3 2024.
  • Funds reported $1.73B of Dimensional International Small Cap Value ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 67 funds opened new Dimensional International Small Cap Value ETF positions in Q4 2024 and 11 closed out, a net change of +56 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $19.9M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q4 2024 was Jane Street, an estimated $33.3M sold.

Based on aggregated 13F filings for Q4 2024.