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Dimensional International Small Cap Value ETF (DISV) Institutional Ownership

Dimensional International Small Cap Value ETF logo
$26.32 +0.11 (+0.42%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Dimensional International Small Cap Value ETF (BATS:DISV)

Number of
Institutional Buyers
(last 12 months)
183
Total
Institutional Inflows
(last 12 months)
$398.65M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$70.39M
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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
11/18/2024 Rehmann Capital Advisory Group23,976$697K0.0%+7.1%0.036%
11/18/2024 RB Capital Management LLC14,402$419K0.1%+76.9%0.021%
11/15/2024 Abel Hall LLC133,507$3.88M2.5%+1.9%0.199%
11/15/2024 LRI Investments LLC478,275$12.79M1.1%+2.7%0.712%
11/15/2024 Glass Jacobson Investment Advisors llc78,854$2.29M0.8%+5.2%0.117%
11/15/2024 MML Investors Services LLC53,404$1.55M0.0%+2.2%0.079%
11/15/2024 Orion Portfolio Solutions LLC17,519$509K0.0%-5.9%0.026%
11/15/2024 Jane Street Group LLC1,146,584$33.32M0.0%+41.3%1.706%
11/15/2024 Kovitz Investment Group Partners LLC622,270$17.93M0.1%N/A0.926%
11/15/2024 HighTower Advisors LLC1,188,328$34.52M0.0%+0.9%1.768%
11/15/2024 Hill Investment Group Partners LLC369,003$9.95M1.4%+3.9%0.549%
11/15/2024 Hilltop Holdings Inc.68,387$1.99M0.1%+1.0%0.102%
11/13/2024 FMR LLC883$26K0.0%+88,200.0%0.001%
11/13/2024 Bank of Montreal Can678,257$19.68M0.0%+5.0%1.009%
11/12/2024 Cerity Partners LLC771,928$22.43M0.0%+11.5%1.149%
11/12/2024 Keyes Stange & Wooten Wealth Management LLC280,779$8.16M4.8%+1.3%0.418%
11/12/2024 Nwam LLC66,567$1.93M0.1%N/A0.099%
11/12/2024 Studio Investment Management LLC5,852$170K0.0%+54.8%0.009%
11/12/2024 Altiora Financial Group LLC36,527$1.06M0.2%+9.8%0.054%
11/8/2024 Avior Wealth Management LLC55,155$1.60M0.1%+4.5%0.082%
11/8/2024 Yardley Wealth Management LLC261,541$7.60M4.5%N/A0.389%
11/8/2024 Equita Financial Network Inc.404,270$11.75M4.3%+11.6%0.602%
11/8/2024 BIP Wealth LLC8,780$255K0.0%N/A0.013%
11/7/2024 Pathstone Holdings LLC257,147$7.47M0.0%-1.1%0.383%
11/7/2024 Aviance Capital Partners LLC81,056$2.36M0.3%+11.0%0.121%
11/7/2024 MB Generational Wealth LLC460,250$13.38M9.6%+0.5%0.685%
11/7/2024 Phillips Financial Management LLC26,134$759K0.1%+6.7%0.039%
11/6/2024 Squire Investment Management Company LLC121,936$3.54M1.7%+23.2%0.181%
11/6/2024 OneDigital Investment Advisors LLC52,673$1.53M0.0%+2.1%0.078%
11/6/2024 Dopkins Wealth Management LLC7,253$211K0.2%-41.9%0.011%
11/5/2024 Hassell Wealth Management LLC272,817$7.48M3.1%+9.9%0.406%
11/5/2024 Aptus Capital Advisors LLC1,131$33K0.0%+565.3%0.002%
11/5/2024 Vestia Personal Wealth Advisors42,990$1.25M1.0%+3.3%0.064%
11/5/2024 Northwest Wealth Management LLC111,132$3.23M0.8%+14.2%0.165%
11/4/2024 TRU Independence Asset Management 2 LLC142,950$4.15M3.5%N/A0.213%
11/4/2024 Disciplined Investments LLC17,829$518K0.3%+5.0%0.027%
11/4/2024 Del Sette Capital Management LLC195,171$5.67M4.4%-13.2%0.290%
11/4/2024 Liberty Wealth Management LLC182,716$5.31M0.9%-39.0%0.272%
11/2/2024 Retirement Solution LLC151,377$4.40M1.1%-1.5%0.225%
11/1/2024 Tillman Hartley LLC107,612$3.13M0.9%+2.4%0.160%
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11/1/2024 Rather & Kittrell Inc.383,990$11.16M2.7%+9.4%0.571%
11/1/2024 Physician Wealth Solutions Inc.286,580$7.89M3.9%+19.1%0.426%
11/1/2024 Capital Performance Advisors LLP25,058$728K0.2%+124.4%0.037%
10/31/2024 Hara Capital LLC8,672$252K0.2%-5.4%0.013%
10/30/2024 W.H. Cornerstone Investments Inc.45,948$1.34M0.9%+31.9%0.068%
10/29/2024 Forum Financial Management LP6,210,552$180.48M3.0%+3.1%9.242%
10/29/2024 Private Wealth Management Group LLC363,134$10.55M4.2%-3.3%0.540%
10/29/2024 Angeles Wealth Management LLC1,391$40K0.0%-52.9%0.002%
10/29/2024 Janney Montgomery Scott LLC28,902$840K0.0%+10.7%0.043%
10/29/2024 Clear Creek Financial Management LLC50,291$1.46M0.2%+22.8%0.075%
10/29/2024 Chicago Partners Investment Group LLC209,694$5.80M0.2%+0.3%0.312%
10/29/2024 Farther Finance Advisors LLC18,411$535K0.0%+432.4%0.027%
10/29/2024 Oceanside Advisors LLC30,853$897K0.7%+2.1%0.046%
10/28/2024 Pacific Sage Partners LLC252,289$7.33M1.7%+6.0%0.375%
10/25/2024 Seaside Wealth Management Inc.328,567$9.55M3.6%+3.9%0.489%
10/25/2024 PBMares Wealth Management LLC164,027$4.77M1.0%+45.2%0.244%
10/25/2024 Quarry Hill Advisors LLC89,593$2.60M1.7%+1.9%0.133%
10/24/2024 Fischer Investment Strategies LLC72,958$2.12M1.8%+3.1%0.109%
10/24/2024 Modera Wealth Management LLC74,626$2.17M0.0%-3.4%0.111%
10/24/2024 Wealth Enhancement Advisory Services LLC468,153$13.61M0.0%-28.3%0.697%
10/23/2024 Allworth Financial LP68,197$1.98M0.0%-3.1%0.101%
10/23/2024 Strategic Investment Solutions Inc. IL49,164$1.43M0.4%+2.7%0.073%
10/23/2024 Index Fund Advisors Inc.424,833$12.35M0.7%+17.6%0.632%
10/22/2024 BetterWealth LLC183,973$5.35M1.6%+0.9%0.274%
10/22/2024 Ruedi Wealth Management Inc.115,198$3.35M1.1%+9.0%0.171%
10/22/2024 Lazari Capital Management Inc.20,079$583K0.2%-4.9%0.030%
10/22/2024 Liberty Capital Management Inc.40,306$1.17M0.3%+3.2%0.060%
10/22/2024 Maryland Capital Advisors Inc.54,122$1.57M0.8%+2.6%0.081%
10/22/2024 RCS Financial Planning LLC43,255$1.26M0.7%-1.4%0.064%
10/22/2024 Sequoia Financial Advisors LLC159,284$4.63M0.0%+12.8%0.237%
10/21/2024 Mattern Wealth Management LLC73,926$2.15M0.5%+59.0%0.110%
10/21/2024 Bayshore Asset Management LLC55,533$1.61M0.7%+4.3%0.083%
10/21/2024 Retirement Guys Formula LLC35,591$1.03M0.5%+1.1%0.053%
10/21/2024 Financial Symmetry Inc168,575$4.90M3.4%+4.3%0.251%
10/21/2024 Mills Wealth Advisors LLC112,998$3.28M2.3%+4.7%0.168%
10/18/2024Integris Wealth Management LLC549,233$15.96M4.5%+2.1%0.817%
10/18/2024Lam Group Inc.175,345$5.10M3.6%-0.4%0.261%
10/18/2024Vannoy Advisory Group Inc.88,654$2.58M1.9%-0.7%0.132%
10/18/2024Schubert & Co42,143$1.23M0.9%+31.0%0.063%
10/18/2024Blue Trust Inc.35,591$958K0.0%+7.0%0.053%
10/17/2024Sax Wealth Advisors LLC42,622$1.24M0.1%+13.5%0.063%
10/17/2024DiNuzzo Private Wealth Inc.753,752$21.90M2.7%-1.2%1.122%
10/16/2024 Sensible Money LLC308,122$8.95M3.9%+2.1%0.459%
10/16/2024 Firethorn Wealth Partners LLC25,740$748K0.4%-3.4%0.038%
10/16/2024 Longview Financial Advisors Inc.47,151$1.37M1.3%-0.8%0.070%
10/16/2024 Asset Dedication LLC1,120,251$32.55M2.2%+3.0%1.667%
10/15/2024 Hutchens & Kramer Investment Management Group LLC9,556$275K0.2%-3.9%0.014%
10/15/2024 von Borstel & Associates Inc.212,744$6.18M3.5%N/A0.317%
10/12/2024 Andrews Lucia Wealth Management LLC67,618$1.82M1.3%+2.4%0.101%
10/11/2024 Henrickson Nauta Wealth Advisors Inc.204,119$5.93M2.4%+4.2%0.304%
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10/10/2024 Ritholtz Wealth Management1,352,710$39.31M1.2%+3.7%2.013%
10/10/2024 Simplicity Wealth LLC52,981$1.54M0.1%-76.9%0.079%
10/9/2024 BWM Planning LLC152,248$4.42M2.0%N/A0.227%
10/9/2024 Grunden Financial Advisory Inc.69,193$2.01M1.0%+0.7%0.103%
10/8/2024 CWM LLC11,012$320K0.0%-62.7%0.016%
10/8/2024 Shearwater Capital LLC23,945$696K0.5%+6.0%0.036%
10/8/2024 Great Oak Capital Partners LLC350,682$10.09M3.5%+22.2%0.522%
10/8/2024 ShankerValleau Wealth Advisors Inc.106,957$3.11M1.1%+8.6%0.159%
10/8/2024 Evanson Asset Management LLC959,586$27.89M2.0%+4.5%1.428%
10/7/2024 Schoolcraft Capital LLC244,751$7.11M1.4%+2.9%0.364%
(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, 246 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 ($180.48M), Buckingham Strategic Wealth LLC ($54.40M), Ritholtz Wealth Management ($39.31M), HighTower Advisors LLC ($34.52M), and Jane Street Group LLC ($33.32M).Learn more on DISV's institutional investors.

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

Of the 237 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 ($6.20M), Ritholtz Wealth Management ($1.28M), Creative Planning ($1.20M), Buckingham Strategic Wealth LLC ($1.03M), Merriman Wealth Management LLC ($1.01M), LRI Investments LLC ($931.38K), and Abacus Wealth Partners LLC ($857.55K).

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

Institutional investors have bought a total of 36,118,858 shares in the last 24 months. This purchase volume represents approximately $892.22M in transactions.

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

Of the 87 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), Callan Capital LLC ($811.75K), Forum Financial Management LP ($599.28K), Corient Private Wealth LLC ($251.50K), HighTower Advisors LLC ($214.38K), 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 4,656,441 shares in the last 24 months. This volume of shares sold represents approximately $118.16M in transactions.



This page (BATS:DISV) was last updated on 12/21/2024 by MarketBeat.com Staff
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