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Dimensional International Small Cap Value ETF

346 hedge funds and large institutions have $2.55B invested in Dimensional International Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 176 increasing their positions, 102 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

73% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 102

28% more capital invested

Capital invested by funds: $1.99B → $2.55B (+$557M)

7% more funds holding in top 10

Funds holding in top 10: 4144 (+3)

6% more funds holding

Funds holding: 326346 (+20)

1.57% more ownership

Funds ownership: 77.72%79.29% (+1.6%)

Holders
346
Holders Change
+20
Holders Change %
+6.13%
% of All Funds
4.56%
Holding in Top 10
44
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.32%
% of All Funds
0.58%
New
38
Increased
176
Reduced
102
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
$425M -$24M -778,222 -6%
FFM
2
Forum Financial Management
Illinois
$194M -$7.71M -250,393 -4%
MG
3
Mather Group
Illinois
$192M +$180M +5,843,278 +455,084%
FPAS
4
Focus Partners Advisor Solutions
Missouri
$82.9M +$5.81M +188,685 +8%
RWM
5
Ritholtz Wealth Management
New York
$66.9M +$11.8M +384,674 +23%
ADL
6
Asset Dedication LLC
California
$41.5M -$1.02M -33,078 -3%
HighTower Advisors
7
HighTower Advisors
Illinois
$38.8M -$1.79M -58,251 -5%
Corient Private Wealth
8
Corient Private Wealth
Florida
$35.6M +$1.25M +40,521 +4%
Cerity Partners
9
Cerity Partners
New York
$34M +$2.51M +81,518 +9%
JTWM
10
Jackson Thornton Wealth Management
Alabama
$33.1M -$607K -19,732 -2%
Northern Trust
11
Northern Trust
Illinois
$32.9M +$11.7M +380,815 +62%
EAM
12
Evanson Asset Management
California
$32.5M +$1.24M +40,281 +4%
PFG
13
Premier Financial Group
California
$29M +$26M +845,687 New
MWA
14
Monograph Wealth Advisors
California
$28.3M +$3.03M +98,537 +13%
GOCP
15
Great Oak Capital Partners
Massachusetts
$27.8M +$5.74M +186,604 +29%
PCI
16
Planning Center Inc
Illinois
$27.3M -$1.01M -32,796 -4%
SC
17
Savant Capital
Illinois
$25.3M +$4.78M +155,413 +25%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$25.2M +$12.2M +395,577 +107%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$24.8M +$1.57M +51,076 +7%
DPW
20
DiNuzzo Private Wealth
Pennsylvania
$24.6M -$393K -12,785 -2%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$24.5M -$20.6K -669 -0.1%
EWA
22
Exencial Wealth Advisors
Oklahoma
$21.1M +$2.41M +78,238 +14%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$20.8M +$1.11M +36,057 +6%
IWM
24
Integris Wealth Management
California
$20.2M +$226K +7,330 +1%
Creative Planning
25
Creative Planning
Kansas
$19.8M +$238K +7,736 +1%

DISV Hedge Fund Activity: Q2 2025 in Review

346 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q2 2025, worth a combined $2.55B — up 28% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DISV positions and 12 closed out — a net gain of 26 holders — while 176 added to existing stakes and 102 trimmed.

The largest buyer was Mather Group, adding an estimated $180M. The largest seller was Focus Partners Wealth, cutting an estimated $24M.

  • 346 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q2 2025, up from 326 in Q1 2025.
  • Funds reported $2.55B of Dimensional International Small Cap Value ETF stock for Q2 2025, up 28% quarter-over-quarter.
  • 38 funds opened new Dimensional International Small Cap Value ETF positions in Q2 2025 and 12 closed out, a net change of +26 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q2 2025 was Mather Group, an estimated $180M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q2 2025 was Focus Partners Wealth, an estimated $24M sold.

Based on aggregated 13F filings for Q2 2025.