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Dimensional International Small Cap Value ETF

309 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 65 funds opening new positions, 158 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+50
Holders Change %
+19.31%
% of All Funds
4.11%
Holding in Top 10
41
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+32.26%
% of All Funds
0.55%
New
65
Increased
158
Reduced
59
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1
Merriman Wealth Management
Washington
$236M +$7.28M +274,044 +3%
FFM
2
Forum Financial Management
Illinois
$170M +$4.76M +179,243 +3%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$115M +$19.3M +726,986 +20%
FPAS
4
Focus Partners Advisor Solutions
Missouri
$59.3M +$15.5M +585,125 +36%
RWM
5
Ritholtz Wealth Management
New York
$37.8M +$1.83M +68,774 +5%
ADL
6
Asset Dedication LLC
California
$32.2M +$2.46M +92,723 +8%
HighTower Advisors
7
HighTower Advisors
Illinois
$32.1M +$505K +19,017 +2%
Corient Private Wealth
8
Corient Private Wealth
Florida
$27.8M -$685K -25,794 -2%
AWP
9
Abacus Wealth Partners
California
$27.5M +$4.74M +178,329 +21%
EAM
10
Evanson Asset Management
California
$26.8M +$1.32M +49,532 +5%
JTWM
11
Jackson Thornton Wealth Management
Alabama
$25.8M +$2.57M +96,778 +11%
Cerity Partners
12
Cerity Partners
New York
$22.4M +$1.86M +70,069 +9%
PCI
13
Planning Center Inc
Illinois
$21.9M +$148K +5,558 +0.7%
MWA
14
Monograph Wealth Advisors
California
$20.7M -$1.09M -40,905 -5%
DPW
15
DiNuzzo Private Wealth
Pennsylvania
$20.4M +$353K +13,268 +2%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$19.2M +$1.18M +44,456 +7%
SC
17
Savant Capital
Illinois
$18.7M -$611K -23,007 -3%
Kovitz Investment Group Partners
18
Kovitz Investment Group Partners
Illinois
$18.2M +$1.64M +61,673 +10%
GOCP
19
Great Oak Capital Partners
Massachusetts
$17M +$7.81M +299,398 +85%
Creative Planning
20
Creative Planning
Kansas
$16.3M -$355K -13,352 -2%
IWM
21
Integris Wealth Management
California
$15.6M +$1.04M +39,019 +7%
Northern Trust
22
Northern Trust
Illinois
$14.6M +$4.44M +167,149 +44%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$14.5M +$2.08M +78,154 +17%
QFA
24
Quantum Financial Advisors
California
$13.7M +$1.19M +44,875 +10%
EWA
25
Exencial Wealth Advisors
Oklahoma
$13.4M +$1.04M +38,959 +8%