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Dimensional International Small Cap Value ETF (DISV) Institutional Ownership

Dimensional International Small Cap Value ETF logo
$28.20 +1.96 (+7.45%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$28.21 +0.01 (+0.02%)
As of 02/21/2025 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional International Small Cap Value ETF (BATS:DISV)

Number of
Institutional Buyers
(last 12 months)
237
Total
Institutional Inflows
(last 12 months)
$458.86M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$88.65M
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DISV Institutional Buying and Selling by Quarter

Dimensional International Small Cap Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2025 Forum Financial Management LP6,389,795$169.78M2.8%+2.9%9.509%
2/19/2025 Pinney & Scofield Inc.206,503$5.49M4.2%N/A0.307%
2/18/2025 RB Capital Management LLC16,032$426K0.1%+11.3%0.024%
2/18/2025 Monograph Wealth Advisors LLC780,763$20.75M2.7%-5.0%1.162%
2/18/2025 Focus Partners Advisor Solutions LLC2,231,410$59.29M1.0%+35.5%3.321%
2/17/2025 Waverly Advisors LLC59,571$1.58M0.0%-2.5%0.089%
2/17/2025 Vestment Financial LLC96,092$2.55M1.9%N/A0.143%
2/17/2025 Visionary Wealth Advisors45,752$1.22M0.1%+110.5%0.068%
2/17/2025 Quadcap Wealth Management LLC274,918$7.31M1.1%+9.6%0.409%
2/17/2025 Pathstone Holdings LLC404,609$10.75M0.0%+57.3%0.602%
2/17/2025 LRI Investments LLC483,365$12.84M1.1%+1.1%0.719%
2/17/2025 Greenline Partners LLC223,346$5.93M0.8%+1,088.3%0.332%
2/17/2025 Focus Partners Wealth4,343,382$115.40M0.3%+20.1%6.463%
2/17/2025 Cresset Asset Management LLC13,394$356K0.0%N/A0.020%
2/17/2025 Cardiff Park Advisors LLC304,593$8.09M0.8%+20.9%0.453%
2/17/2025 Bank of America Corp DE368,777$9.80M0.0%+7.4%0.549%
2/17/2025 BIP Wealth LLC23,464$623K0.0%+167.2%0.035%
2/14/2025 Mercer Global Advisors Inc. ADV298,248$7.92M0.0%-7.3%0.444%
2/14/2025 Rehmann Capital Advisory Group25,618$681K0.0%+6.8%0.038%
2/14/2025 Navigoe LLC94,941$2.52M2.5%N/A0.141%
2/14/2025 Northern Trust Corp549,179$14.59M0.0%+43.8%0.817%
2/14/2025 Parkshore Wealth Management Inc.11,525$306K0.2%N/A0.017%
2/14/2025 Beacon Pointe Advisors LLC325,626$8.65M0.1%+2.6%0.485%
2/14/2025 Betterment LLC148,195$3.94M0.0%+57.3%0.221%
2/14/2025 Kovitz Investment Group Partners LLC683,943$18.17M0.1%+9.9%1.018%
2/14/2025 Stifel Financial Corp123,802$3.29M0.0%+1.9%0.184%
2/14/2025 OneDigital Investment Advisors LLC49,783$1.32M0.0%-5.5%0.074%
2/14/2025 MML Investors Services LLC58,347$1.55M0.0%+9.3%0.087%
2/14/2025 Forum Financial Management LP6,285,351$167.00M2.8%+1.2%9.353%
2/14/2025 GeoWealth Management LLC13,140$349K0.0%-39.5%0.020%
2/14/2025 Bridge Generations Wealth Management LLC135,001$3.59M2.4%N/A0.201%
2/14/2025 Capital Group Private Client Services Inc.18,333$487K0.0%N/A0.027%
2/13/2025 Strategic Investment Solutions Inc. IL54,801$1.45M0.5%+11.5%0.082%
2/13/2025 NewEdge Advisors LLC368,186$9.78M0.1%-1.6%0.548%
2/13/2025 Rather & Kittrell Inc.434,673$11.55M2.7%+13.2%0.647%
2/13/2025 Mariner LLC39,504$1.05M0.0%-57.6%0.059%
2/13/2025 Miramar Fiduciary Corp458,705$12.19M12.6%-9.5%0.683%
2/13/2025 Keyes Stange & Wooten Wealth Management LLC288,909$7.68M4.5%+2.9%0.430%
2/13/2025 Glass Jacobson Investment Advisors llc81,748$2.17M0.7%+3.7%0.122%
2/13/2025 Legacy Financial Advisors Inc.33,582$892K0.1%-3.9%0.050%
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2/13/2025 Raymond James Financial Inc.149,228$3.97M0.0%N/A0.222%
2/13/2025 Faithward Advisors LLC8,610$229K0.0%N/A0.013%
2/13/2025 Bank of Montreal Can722,713$19.20M0.0%+6.6%1.075%
2/13/2025 Shakespeare Wealth Management LLC447,528$11.89M3.2%+3.9%0.666%
2/13/2025 Cerity Partners LLC841,997$22.37M0.0%+9.1%1.253%
2/13/2025 Envestnet Asset Management Inc.418,230$11.11M0.0%+8.1%0.622%
2/13/2025 Wells Fargo & Company MN5,205$138K0.0%-25.1%0.008%
2/12/2025 Astra Wealth Partners LLC153,237$4.07M3.8%N/A0.228%
2/12/2025 OneAscent Financial Services LLC57,865$1.54M0.1%N/A0.086%
2/12/2025 OLD Mission Capital LLC92,852$2.47M0.0%-43.1%0.138%
2/12/2025 Orion Portfolio Solutions LLC18,628$495K0.0%+6.3%0.028%
2/12/2025 JPMorgan Chase & Co.138,226$3.67M0.0%+3.1%0.206%
2/12/2025 Foundation Wealth Management LLC PA75,073$2.00M1.0%N/A0.112%
2/12/2025 Financial Engines Advisors L.L.C.207,276$5.51M0.0%+36.6%0.308%
2/12/2025 Financial Counselors Inc.13,035$346K0.0%N/A0.019%
2/12/2025 Journey Beyond Wealth LLC18,050$480K0.5%N/A0.027%
2/11/2025 Jackson Thornton Wealth Management LLC972,480$25.84M3.3%+11.1%1.447%
2/11/2025 Clune & Associates LTD.18,895$502K0.2%N/A0.028%
2/11/2025 LPL Financial LLC71,145$1.89M0.0%+3.2%0.106%
2/11/2025 Samalin Investment Counsel LLC8,002$213K0.1%N/A0.012%
2/11/2025 Del Sette Capital Management LLC25,246$671K0.5%-87.1%0.038%
2/11/2025 von Borstel & Associates Inc.351,915$9.35M3.7%+65.4%0.524%
2/11/2025 Millstone Evans Group LLC3,175$84K0.1%N/A0.005%
2/10/2025 Carlson Capital Management24,337$647K0.0%N/A0.036%
2/10/2025 Clarity Wealth Development LLC112,885$3.10M3.4%N/A0.168%
2/10/2025 Dopkins Wealth Management LLC51,372$1.37M0.7%+608.3%0.076%
2/10/2025 Curio Wealth LLC43,655$1.16M0.6%N/A0.065%
2/10/2025 Yardley Wealth Management LLC320,043$8.61M4.2%+22.4%0.476%
2/10/2025 United Wealth Management LLC276,151$7.34M2.5%N/A0.411%
2/10/2025 Corient Private Wealth LLC1,046,058$27.79M0.0%-2.4%1.557%
2/10/2025 Poinciana Advisors Group LLC20,580$547K0.6%N/A0.031%
2/10/2025 HMV Wealth Advisors LLC47,830$1.27M1.3%N/A0.071%
2/10/2025 Northwest Wealth Management LLC108,923$2.89M0.6%-2.0%0.162%
2/10/2025 Commonwealth Equity Services LLC127,955$3.40M0.0%+3.0%0.190%
2/10/2025 Phillips Financial Management LLC35,751$950K0.1%+36.8%0.053%
2/10/2025 Tillman Hartley LLC134,162$3.57M1.0%+24.7%0.200%
2/10/2025 Liberty Wealth Management LLC186,935$4.97M0.8%+2.3%0.278%
2/10/2025 Farther Finance Advisors LLC26,534$705K0.0%+44.1%0.039%
2/10/2025 Parkworth Wealth Management Inc.51,387$1.37M1.1%N/A0.076%
2/10/2025 EverSource Wealth Advisors LLC2,070$55K0.0%N/A0.003%
2/7/2025 Sequoia Financial Advisors LLC167,237$4.44M0.0%+5.0%0.249%
2/7/2025 HighTower Advisors LLC1,207,345$32.08M0.0%+1.6%1.797%
2/7/2025 Claris Advisors LLC MO262,362$6.97M2.6%+85.7%0.390%
2/7/2025 Tortoise Investment Management LLC31,156$828K0.1%+22.4%0.046%
2/7/2025 Independent Advisor Alliance11,359$302K0.0%N/A0.017%
2/7/2025 Altiora Financial Group LLC35,520$944K0.2%-2.8%0.053%
2/7/2025 Keb Asset Management LLC418,241$11.11M3.2%+5.5%0.622%
2/7/2025 Efficient Advisors LLC101,472$2.70M0.2%+27.2%0.151%
2/7/2025 Pillar Financial Advisors LLC4,109$109K0.1%N/A0.006%
2/7/2025 Rialto Wealth Management LLC15,472$411K0.1%N/A0.023%
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2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,785$233K0.0%+6.3%0.013%
2/6/2025 Vestmark Advisory Solutions Inc.331,838$8.82M0.3%+1.7%0.494%
2/6/2025 Raymond James Financial Inc.149,228$3.97M0.0%N/A0.222%
2/6/2025 Dravo Bay LLC270,726$7.19M3.5%+8.8%0.403%
2/6/2025 Exencial Wealth Advisors LLC503,495$13.38M0.5%+8.4%0.749%
2/6/2025 Physician Wealth Solutions Inc.295,110$7.84M3.9%+3.0%0.439%
2/6/2025 Bedel Financial Consulting Inc.17,797$493K0.1%+6.7%0.026%
2/6/2025 Mission Wealth Management LP21,382$568K0.0%N/A0.032%
2/6/2025 Jones Financial Companies Lllp2,202$59K0.0%+101.5%0.003%
2/6/2025 Modera Wealth Management LLC48,693$1.29M0.0%-34.8%0.072%
(Data available from 1/1/2016 forward)

DISV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DISV shares?

During the previous two years, 309 institutional investors and hedge funds held shares of Dimensional International Small Cap Value ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($724.79M), Merriman Wealth Management LLC ($225.64M), Forum Financial Management LP ($169.78M), Focus Partners Wealth ($115.40M), Focus Partners Advisor Solutions LLC ($59.29M), Buckingham Strategic Wealth LLC ($54.40M), and Ritholtz Wealth Management ($37.77M).Learn more on DISV's institutional investors.

Which institutional investors have been buying Dimensional International Small Cap Value ETF stock?

Of the 292 institutional investors that purchased Dimensional International Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Forum Financial Management LP ($5.01M), Abacus Wealth Partners LLC ($1.04M), Buckingham Strategic Wealth LLC ($1.03M), LRI Investments LLC ($936.47K), DiNuzzo Private Wealth Inc. ($781.20K), Relative Value Partners Group LLC ($765.97K), and Focus Partners Wealth ($726.99K).

How much institutional buying is happening at Dimensional International Small Cap Value ETF?

Institutional investors have bought a total of 36,366,738 shares in the last 24 months. This purchase volume represents approximately $933.22M in transactions.

Which Dimensional International Small Cap Value ETF major shareholders have been selling company stock?

Of the 107 institutional investors that sold Dimensional International Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($833.22K), Forum Financial Management LP ($599.28K), Corient Private Wealth LLC ($277.29K), OLD Mission Capital LLC ($225.66K), Del Sette Capital Management LLC ($220.18K), Wealth Enhancement Advisory Services LLC ($184.86K), and Simplicity Wealth LLC ($176.77K).

How much institutional selling is happening at Dimensional International Small Cap Value ETF?

Institutional investors have sold a total of 4,351,522 shares in the last 24 months. This volume of shares sold represents approximately $114.70M in transactions.



This page (BATS:DISV) was last updated on 2/22/2025 by MarketBeat.com Staff
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