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Dimensional International Small Cap Value ETF

422 hedge funds and large institutions have $3.36B invested in Dimensional International Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 182 increasing their positions, 118 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 16

54% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 118

18% more funds holding in top 10

Funds holding in top 10: 4452 (+8)

18% more capital invested

Capital invested by funds: $2.84B → $3.36B (+$517M)

17% more funds holding

Funds holding: 361422 (+61)

3.78% more ownership

Funds ownership: 79.01%82.79% (+3.8%)

Holders
422
Holders Change
+61
Holders Change %
+16.9%
% of All Funds
5.14%
Holding in Top 10
52
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+18.18%
% of All Funds
0.63%
New
82
Increased
182
Reduced
118
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$524M +$17.1M +470,390 +4%
MG
2
Mather Group
Illinois
$223M +$297K +8,193 +0.1%
FFM
3
Forum Financial Management
Illinois
$221M -$3.16M -87,097 -1%
FPAS
4
Focus Partners Advisor Solutions
Missouri
$99.7M +$12.9M +355,802 +16%
Corient Private Wealth
5
Corient Private Wealth
Florida
$82.6M +$66.5M +1,832,512 +537%
RWM
6
Ritholtz Wealth Management
New York
$82M +$1.79M +49,452 +2%
Cerity Partners
7
Cerity Partners
New York
$48.5M +$2.67M +73,609 +6%
ADL
8
Asset Dedication LLC
California
$47.1M -$494K -13,613 -1%
HighTower Advisors
9
HighTower Advisors
Illinois
$46M +$50.1K +1,381 +0.1%
Northern Trust
10
Northern Trust
Illinois
$44.3M +$929K +25,605 +2%
EAM
11
Evanson Asset Management
California
$43.4M +$1.65M +45,407 +4%
Bank of America
12
Bank of America
North Carolina
$40.1M +$18M +497,363 +89%
JTWM
13
Jackson Thornton Wealth Management
Alabama
$37.8M -$230K -6,338 -0.6%
SC
14
Savant Capital
Illinois
$37.4M +$5.42M +149,564 +18%
MWA
15
Monograph Wealth Advisors
California
$34M +$144K +3,979 +0.4%
HNWA
16
Henrickson Nauta Wealth Advisors
Michigan
$33.5M +$18M +495,105 +133%
EWA
17
Exencial Wealth Advisors
Oklahoma
$33.3M +$5.73M +157,990 +22%
Creative Planning
18
Creative Planning
Kansas
$33M +$831K +22,911 +3%
GOCP
19
Great Oak Capital Partners
Massachusetts
$31.7M -$1.22M -33,560 -4%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$31M +$515K +14,206 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$29.4M +$9.43M +260,114 +51%
PFG
22
Premier Financial Group
California
$28M -$3.79M -104,447 -12%
PCI
23
Planning Center Inc
Illinois
$27.8M -$2.9M -79,886 -10%
DPW
24
DiNuzzo Private Wealth
Pennsylvania
$25.1M -$2.52M -69,379 -10%
IWM
25
Integris Wealth Management
California
$24.5M +$688K +18,977 +3%