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Dimensional International Small Cap Value ETF
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Overview Fund Activity

340 hedge funds and large institutions have $2.53B invested in Dimensional International Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 170 increasing their positions, 103 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+20
Holders Change %
+6.25%
% of All Funds
4.56%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.58%
New
37
Increased
170
Reduced
103
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MG
Mather Group
Illinois
+$192M
2
MWM
Modera Wealth Management
New Jersey
+$16.5M
3
FH
Financial Harvest
Florida
+$14.7M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$13M
5
AC
AlphaCore Capital
California
+$12.9M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$25.6M
2
AWP
Abacus Wealth Partners
California
-$23.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$20M
4
FFM
Forum Financial Management
Illinois
-$8.24M
5
Osaic Holdings
Osaic Holdings
Arizona
-$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$425M -$25.6M -778,222 -6%
FFM
2
Forum Financial Management
Illinois
$194M -$8.24M -250,393 -4%
MG
3
Mather Group
Illinois
$192M +$192M +5,843,278 +455,084%
FPAS
4
Focus Partners Advisor Solutions
Missouri
$82.9M +$6.21M +188,685 +8%
RWM
5
Ritholtz Wealth Management
New York
$66.9M +$12.7M +384,674 +23%
ADL
6
Asset Dedication LLC
California
$41.5M -$1.09M -33,078 -3%
HighTower Advisors
7
HighTower Advisors
Illinois
$38.8M -$1.92M -58,251 -5%
Corient Private Wealth
8
Corient Private Wealth
Florida
$35.6M +$1.33M +40,521 +4%
Cerity Partners
9
Cerity Partners
New York
$34M +$2.68M +81,518 +9%
JTWM
10
Jackson Thornton Wealth Management
Alabama
$33.1M -$655K -19,732 -2%
Northern Trust
11
Northern Trust
Illinois
$32.9M +$12.5M +380,815 +62%
EAM
12
Evanson Asset Management
California
$32.5M +$1.33M +40,281 +4%
PFG
13
Premier Financial Group
California
$29M +$29M +845,687 New
MWA
14
Monograph Wealth Advisors
California
$28.3M +$3.24M +98,537 +13%
GOCP
15
Great Oak Capital Partners
Massachusetts
$27.8M +$6.21M +186,604 +29%
PCI
16
Planning Center Inc
Illinois
$27.3M -$1.08M -32,796 -4%
SC
17
Savant Capital
Illinois
$25.6M +$5.12M +155,662 +25%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$25.2M +$13M +395,577 +107%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$24.8M +$1.68M +51,076 +7%
DPW
20
DiNuzzo Private Wealth
Pennsylvania
$24.6M -$421K -12,785 -2%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$24.5M -$22K -669 -0.1%
EWA
22
Exencial Wealth Advisors
Oklahoma
$21.1M +$2.57M +78,238 +14%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$20.8M +$1.2M +36,057 +6%
IWM
24
Integris Wealth Management
California
$20.2M +$241K +7,330 +1%
Creative Planning
25
Creative Planning
Kansas
$19.8M +$255K +7,736 +1%
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