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Dimensional International Small Cap Value ETF

321 hedge funds and large institutions have $1.99B invested in Dimensional International Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 169 increasing their positions, 91 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$399M
FFM
2
Forum Financial Management
Illinois
$179M
FPAS
3
Focus Partners Advisor Solutions
Missouri
$67.9M
RWM
4
Ritholtz Wealth Management
New York
$48M
ADL
5
Asset Dedication LLC
California
$37.7M
HighTower Advisors
6
HighTower Advisors
Illinois
$36M
AWP
7
Abacus Wealth Partners
California
$31M
Corient Private Wealth
8
Corient Private Wealth
Florida
$30.3M
JTWM
9
Jackson Thornton Wealth Management
Alabama
$29.7M
Cerity Partners
10
Cerity Partners
New York
$27.7M
EAM
11
Evanson Asset Management
California
$27.6M
PCI
12
Planning Center Inc
Illinois
$25.1M
DPW
13
DiNuzzo Private Wealth
Pennsylvania
$22.1M
MWA
14
Monograph Wealth Advisors
California
$22.1M
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$21.7M
Kovitz Investment Group Partners
16
Kovitz Investment Group Partners
Illinois
$20.5M
Citadel Advisors
17
Citadel Advisors
Florida
$19.2M
SC
18
Savant Capital
Illinois
$18.1M
Northern Trust
19
Northern Trust
Illinois
$18M
IWM
20
Integris Wealth Management
California
$17.7M
Creative Planning
21
Creative Planning
Kansas
$17.3M
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$17.2M
GOCP
23
Great Oak Capital Partners
Massachusetts
$17M
EWA
24
Exencial Wealth Advisors
Oklahoma
$16.4M
QFA
25
Quantum Financial Advisors
California
$16M