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Dimensional International Small Cap Value ETF

362 hedge funds and large institutions have $2.85B invested in Dimensional International Small Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 172 increasing their positions, 111 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

55% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 111

12% more capital invested

Capital invested by funds: $2.55B → $2.85B (+$296M)

5% more funds holding

Funds holding: 346362 (+16)

0% more funds holding in top 10

Funds holding in top 10: 4444 (0)

0.24% less ownership

Funds ownership: 79.29%79.04% (-0.24%)

Holders
362
Holders Change
+16
Holders Change %
+4.62%
% of All Funds
4.75%
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.58%
New
35
Increased
172
Reduced
111
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$475M +$13.6M +395,407 +3%
FFM
2
Forum Financial Management
Illinois
$211M +$332K +9,673 +0.2%
MG
3
Mather Group
Illinois
$209M +$665K +19,409 +0.3%
FPAS
4
Focus Partners Advisor Solutions
Missouri
$81M -$8.64M -252,035 -10%
RWM
5
Ritholtz Wealth Management
New York
$75.2M +$2.6M +75,872 +4%
ADL
6
Asset Dedication LLC
California
$44.7M -$312K -9,092 -0.7%
HighTower Advisors
7
HighTower Advisors
Illinois
$43.2M +$1.04M +30,434 +3%
Cerity Partners
8
Cerity Partners
New York
$42.9M +$5.76M +167,887 +16%
Northern Trust
9
Northern Trust
Illinois
$40.7M +$4.86M +141,887 +14%
EAM
10
Evanson Asset Management
California
$39.2M +$3.76M +109,562 +11%
JTWM
11
Jackson Thornton Wealth Management
Alabama
$35.4M -$469K -13,692 -1%
MWA
12
Monograph Wealth Advisors
California
$31.8M +$1.1M +32,223 +4%
GOCP
13
Great Oak Capital Partners
Massachusetts
$30.8M +$825K +24,059 +3%
Creative Planning
14
Creative Planning
Kansas
$30.2M +$8.42M +245,586 +41%
PFG
15
Premier Financial Group
California
$29.9M -$212K -6,170 -0.7%
SC
16
Savant Capital
Illinois
$29.8M +$2.26M +65,848 +9%
PCI
17
Planning Center Inc
Illinois
$29M -$611K -17,832 -2%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$28.7M +$1.99M +58,031 +8%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$27.2M +$341K +9,942 +1%
EWA
20
Exencial Wealth Advisors
Oklahoma
$25.6M +$2.66M +77,670 +12%
DPW
21
DiNuzzo Private Wealth
Pennsylvania
$25.3M -$618K -18,027 -2%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$22.5M +$90.2K +2,632 +0.4%
IWM
23
Integris Wealth Management
California
$22.3M +$373K +10,882 +2%
Bank of America
24
Bank of America
North Carolina
$19.9M +$2.09M +60,830 +12%
IFA
25
Index Fund Advisors
California
$19.9M +$1.79M +52,267 +10%

DISV Hedge Fund Activity: Q3 2025 in Review

362 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional International Small Cap Value ETF (DISV) for Q3 2025, worth a combined $2.85B — up 12% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DISV positions and 13 closed out — a net gain of 22 holders — while 172 added to existing stakes and 111 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $13.6M. The largest seller was Corient Private Wealth, cutting an estimated $25.4M.

  • 362 institutional investors held Dimensional International Small Cap Value ETF (DISV) as of Q3 2025, up from 346 in Q2 2025.
  • Funds reported $2.85B of Dimensional International Small Cap Value ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 35 funds opened new Dimensional International Small Cap Value ETF positions in Q3 2025 and 13 closed out, a net change of +22 holders.
  • The largest Dimensional International Small Cap Value ETF buyer in Q3 2025 was Focus Partners Wealth, an estimated $13.6M added.
  • The largest Dimensional International Small Cap Value ETF seller in Q3 2025 was Corient Private Wealth, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2025.