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Dimensional International Small Cap Value ETF
DISV

Overview Fund Activity

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
+11
Holders Change %
+3.55%
% of All Funds
4.36%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.54%
New
29
Increased
169
Reduced
91
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$272M
2
Citadel Advisors
Citadel Advisors
Florida
+$19.2M
3
Jane Street
Jane Street
New York
+$8.89M
4
IA
Integrity Alliance
Iowa
+$7.53M
5
RWM
Ritholtz Wealth Management
New York
+$6.58M

Top Sellers

1
CW
Curio Wealth
Maryland
-$632M
2
FH
Financial Harvest
Florida
-$10.9M
3
FFM
Forum Financial Management
Illinois
-$7M
4
RS
Retirement Solution
Washington
-$4.02M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$399M +$272M +9,350,011 +215%
FFM
2
Forum Financial Management
Illinois
$179M -$7M -240,324 -4%
FPAS
3
Focus Partners Advisor Solutions
Missouri
$67.9M +$2.92M +100,364 +4%
RWM
4
Ritholtz Wealth Management
New York
$48M +$6.58M +225,837 +16%
ADL
5
Asset Dedication LLC
California
$37.7M +$2.37M +81,227 +7%
HighTower Advisors
6
HighTower Advisors
Illinois
$36M +$872K +29,955 +2%
AWP
7
Abacus Wealth Partners
California
$31M +$858K +29,462 +3%
Corient Private Wealth
8
Corient Private Wealth
Florida
$30.3M -$120K -4,135 -0.4%
JTWM
9
Jackson Thornton Wealth Management
Alabama
$29.7M +$1.35M +46,131 +5%
Cerity Partners
10
Cerity Partners
New York
$27.7M +$3.21M +110,281 +13%
EAM
11
Evanson Asset Management
California
$27.6M -$1.79M -61,464 -6%
PCI
12
Planning Center Inc
Illinois
$25.1M +$1.15M +39,616 +5%
DPW
13
DiNuzzo Private Wealth
Pennsylvania
$22.1M -$192K -6,590 -0.9%
MWA
14
Monograph Wealth Advisors
California
$22.1M -$604K -20,736 -3%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$21.7M +$661K +22,707 +3%
Kovitz Investment Group Partners
16
Kovitz Investment Group Partners
Illinois
$20.5M +$537K +18,425 +3%
Citadel Advisors
17
Citadel Advisors
Florida
$19.2M +$19.2M +659,056 New
SC
18
Savant Capital
Illinois
$18.1M -$2.43M -83,508 -12%
Northern Trust
19
Northern Trust
Illinois
$18M +$2.02M +69,357 +13%
IWM
20
Integris Wealth Management
California
$17.7M +$528K +18,131 +3%
Creative Planning
21
Creative Planning
Kansas
$17.3M -$584K -20,053 -3%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$17.2M +$1.25M +42,792 +8%
GOCP
23
Great Oak Capital Partners
Massachusetts
$17M – – –
EWA
24
Exencial Wealth Advisors
Oklahoma
$16.4M +$1.71M +58,855 +12%
QFA
25
Quantum Financial Advisors
California
$16M +$962K +33,022 +6%
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