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Dimensional International Small Cap Value ETF

326 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 30 funds opening new positions, 172 increasing their positions, 92 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

87% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 92

15% more capital invested

Capital invested by funds: $1.73B → $1.99B (+$261M)

4% more funds holding

Funds holding: 314326 (+12)

0% more funds holding in top 10

Funds holding in top 10: 4141 (0)

1.52% less ownership

Funds ownership: 79.24%77.72% (-1.5%)

Holders
326
Holders Change
+12
Holders Change %
+3.82%
% of All Funds
4.37%
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
30
Increased
172
Reduced
92
Closed
12
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 +$263M +9,350,011 +215%
FFM
2
Forum Financial Management
Illinois
$179M -$6.77M -240,324 -4%
FPAS
3
Focus Partners Advisor Solutions
Missouri
$67.9M +$2.83M +100,364 +4%
RWM
4
Ritholtz Wealth Management
New York
$48M +$6.36M +225,837 +16%
ADL
5
Asset Dedication LLC
California
$37.7M +$2.29M +81,227 +7%
HighTower Advisors
6
HighTower Advisors
Illinois
$36M +$844K +29,955 +2%
AWP
7
Abacus Wealth Partners
California
$31M +$830K +29,462 +3%
Corient Private Wealth
8
Corient Private Wealth
Florida
$30.3M -$116K -4,135 -0.4%
JTWM
9
Jackson Thornton Wealth Management
Alabama
$29.7M +$1.3M +46,131 +5%
Cerity Partners
10
Cerity Partners
New York
$27.7M +$3.11M +110,281 +13%
EAM
11
Evanson Asset Management
California
$27.6M -$1.73M -61,464 -6%
PCI
12
Planning Center Inc
Illinois
$25.1M +$1.12M +39,616 +5%
DPW
13
DiNuzzo Private Wealth
Pennsylvania
$22.1M -$186K -6,590 -0.9%
MWA
14
Monograph Wealth Advisors
California
$22.1M -$584K -20,736 -3%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$21.7M +$640K +22,707 +3%
Kovitz Investment Group Partners
16
Kovitz Investment Group Partners
Illinois
$20.5M +$519K +18,425 +3%
Citadel Advisors
17
Citadel Advisors
Florida
$19.2M +$18.6M +659,056 New
Northern Trust
18
Northern Trust
Illinois
$18M +$1.95M +69,357 +13%
SC
19
Savant Capital
Illinois
$17.9M -$2.57M -91,288 -13%
IWM
20
Integris Wealth Management
California
$17.7M +$511K +18,131 +3%
Creative Planning
21
Creative Planning
Kansas
$17.3M -$565K -20,053 -3%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$17.2M +$1.21M +42,792 +8%
GOCP
23
Great Oak Capital Partners
Massachusetts
$17M
EWA
24
Exencial Wealth Advisors
Oklahoma
$16.4M +$1.66M +58,855 +12%
QFA
25
Quantum Financial Advisors
California
$16M +$930K +33,022 +6%

DISV Hedge Fund Activity: Q1 2025 in Review

326 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q1 2025, worth a combined $1.99B — up 15% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DISV positions and 12 closed out — a net gain of 18 holders — while 172 added to existing stakes and 92 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $263M. The largest seller was Financial Harvest, exiting entirely with an estimated $10.9M sold.

  • 326 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q1 2025, up from 314 in Q4 2024.
  • Funds reported $1.99B of Dimensional International Small Cap Value ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 30 funds opened new Dimensional International Small Cap Value ETF positions in Q1 2025 and 12 closed out, a net change of +18 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $263M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q1 2025 was Financial Harvest, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2025.