Free Trial

Dimensional International Small Cap Value ETF (DISV) Institutional Ownership

Dimensional International Small Cap Value ETF logo
$32.91 +6.66 (+25.38%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$32.90 -0.02 (-0.05%)
As of 08/1/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
257
Total
Institutional Inflows
(last 12 months)
$1.04B
Number of
Institutional Sellers
(last 12 months)
120
Total
Institutional Outflows
(last 12 months)
$124.99M
Get DISV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional International Small Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
8/1/2025JDH Wealth Management LLC130,029$4.28M3.3%+6.5%0.133%
8/1/2025Austin Private Wealth LLC27,643$910K0.1%+30.4%0.028%
8/1/2025Equita Financial Network Inc.434,946$14.31M5.7%-6.6%0.446%
8/1/2025Advisory Alpha LLC183,768$6.05M0.2%+7.1%0.188%
8/1/2025SYM FINANCIAL Corp7,667$252K0.0%-17.2%0.008%
8/1/2025Liberty Wealth Management LLC161,349$5.32M0.8%-13.9%0.165%
8/1/2025Red Lighthouse Investment Management LLC19,749$650K0.2%+1.8%0.020%
8/1/2025Envestnet Asset Management Inc.444,894$14.64M0.0%+6.4%0.456%
7/31/2025 Schoolcraft Capital LLC237,336$7.81M1.6%-8.9%0.243%
7/31/2025 Brighton Jones LLC7,625$251K0.0%N/A0.008%
7/31/2025 BIP Wealth LLC52,367$1.72M0.1%+30.0%0.054%
7/31/2025 Focus Partners Advisor Solutions LLC2,520,459$82.95M1.1%+8.1%2.582%
7/31/2025 Curio Wealth LLC40,381$1.33M0.6%+50,376.3%0.041%
7/31/2025 Glass Jacobson Investment Advisors llc83,522$2.75M1.1%+2.2%0.086%
7/31/2025 Kathleen S. Wright Associates Inc.3,600$118K0.0%-19.5%0.004%
7/31/2025 LJI Wealth Management LLC21,215$698K0.1%+17.8%0.022%
7/31/2025 Cardinal Point Capital Management ULC6,374$210K0.0%-16.6%0.007%
7/31/2025 Longview Financial Advisors Inc.42,942$1.41M1.2%-8.8%0.044%
7/31/2025 Planning Center Inc.829,989$27.32M3.0%-3.8%0.850%
7/30/2025 Bayshore Asset Management LLC74,943$2.47M1.1%+4.5%0.077%
7/30/2025 Forum Financial Management LP5,899,078$194.14M3.0%-4.1%6.044%
7/30/2025 Exencial Wealth Advisors LLC640,588$21.08M0.7%+13.9%0.656%
7/30/2025 Phillips Financial Management LLC43,258$1.42M0.1%-13.1%0.044%
7/30/2025 Studio Investment Management LLC9,983$329K0.1%+37.6%0.010%
7/30/2025 Jackson Thornton Wealth Management LLC998,879$33.13M3.8%-1.9%1.023%
7/30/2025 Clune & Associates LTD.18,054$594K0.2%-4.5%0.018%
7/30/2025 Mills Wealth Advisors LLC140,262$4.62M2.1%+6.8%0.144%
7/29/2025 Financial Symmetry Inc202,674$6.67M3.4%+3.9%0.208%
7/29/2025 Grunden Financial Advisory Inc.84,313$2.78M1.2%+9.9%0.086%
7/29/2025 Forvis Mazars Wealth Advisors LLC135,214$4.45M0.1%-22.9%0.139%
7/29/2025 Chicago Partners Investment Group LLC175,535$6.01M0.2%+2.0%0.180%
7/29/2025 Disciplined Investments LLC14,434$475K0.2%-12.8%0.015%
7/29/2025 Wealthstream Advisors Inc.6,287$207K0.0%N/A0.006%
7/29/2025 Schubert & Co60,104$1.98M1.4%+6.4%0.062%
7/29/2025 Private Wealth Management Group LLC292,972$9.64M3.2%-6.4%0.300%
7/29/2025 Stratos Wealth Partners LTD.15,439$508K0.0%+6.8%0.016%
7/29/2025 Harbor Asset Planning Inc.1,690$56K0.1%N/A0.002%
7/28/2025 RCS Financial Planning LLC26,935$886K0.4%-34.1%0.028%
7/28/2025 Morris Financial Concepts Inc.79,551$2.62M1.0%+9.8%0.082%
7/28/2025 EQ Wealth Advisors LLC199,945$6.58M4.5%+21.9%0.205%
Ex-Hedge Fund Manager Uncovers $100 Trillion Land Shift (Ad)

Trump's Radical New Plan Could Enrich Thousands This isn't a campaign stunt. It's a $100 trillion move to unlock federal lands, oil reserves, and buried minerals... all for profit. Trump's team is already executing the orders... and Wall Street legend Whitney Tilson is stepping forward to show you how to position before the deadline.

Click here to see the full story.
7/28/2025 Ritholtz Wealth Management2,031,995$66.87M1.5%+23.4%2.082%
7/28/2025 Sterling Financial Planning Inc.298,114$9.81M3.3%+2.9%0.305%
7/28/2025 Delap Wealth Advisory LLC214,677$7.07M3.4%+128.1%0.220%
7/28/2025 Axxcess Wealth Management LLC16,934$557K0.0%-4.3%0.017%
7/25/2025 Sequoia Financial Advisors LLC453,189$14.91M0.1%+31.0%0.464%
7/25/2025 Ruedi Wealth Management Inc.112,826$3.71M1.1%-16.6%0.116%
7/25/2025 Index Fund Advisors Inc.504,587$16.61M0.9%+2.1%0.517%
7/25/2025 LRI Investments LLC439,644$14.47M1.1%-1.2%0.450%
7/25/2025 CWM LLC7,768$256K0.0%-14.7%0.008%
7/25/2025 Hassell Wealth Management LLC288,470$9.87M3.6%+1.3%0.296%
7/25/2025 Concurrent Investment Advisors LLC10,000$329K0.0%N/A0.010%
7/25/2025 Hemington Wealth Management32,533$1.07M0.2%-31.1%0.033%
7/25/2025 PrairieView Partners LLC27,832$915K0.1%+63.6%0.029%
7/24/2025 Fischer Investment Strategies LLC112,421$3.70M2.5%+38.2%0.115%
7/24/2025 Blue Trust Inc.59,143$1.95M0.0%+4.9%0.061%
7/24/2025 Morton Brown Family Wealth LLC1,581$52K0.0%N/A0.002%
7/24/2025 Vantage Point Financial LLC7,528$248K0.1%N/A0.008%
7/24/2025 CarsonAllaria Wealth Management Ltd.30,060$989K0.5%-6.3%0.031%
7/24/2025 Wealth Advisors Northwest LLC177,547$5.84M3.1%-2.2%0.182%
7/23/2025 Clear Creek Financial Management LLC44,381$1.46M0.1%-3.5%0.045%
7/23/2025 Quarry Hill Advisors LLC90,755$2.99M1.7%+5.1%0.093%
7/23/2025 Morton Capital Management LLC CA6,289$207K0.0%N/A0.006%
7/23/2025 Abel Hall LLC132,743$4.37M2.0%-5.2%0.136%
7/23/2025 Sax Wealth Advisors LLC124,406$4.09M0.2%+9.6%0.127%
7/23/2025 HMV Wealth Advisors LLC101,879$3.35M2.2%+20.4%0.104%
7/23/2025 Mraz Amerine & Associates Inc.68,552$2.26M0.4%-0.4%0.070%
7/22/2025 Yardley Wealth Management LLC270,065$8.89M4.9%-3.0%0.277%
7/22/2025 Simplicity Wealth LLC68,644$2.26M0.1%+94.5%0.070%
7/22/2025 Sutton Place Investors LLC8,610$283K0.2%+7.2%0.009%
7/22/2025 Wealthcare Advisory Partners LLC21,489$707K0.0%+2.1%0.022%
7/22/2025 Firethorn Wealth Partners LLC22,672$746K0.3%-5.5%0.023%
7/21/2025 Keb Asset Management LLC410,030$13.49M3.4%-5.0%0.420%
7/21/2025 Financial Architects LLC240,475$7.91M4.8%-1.3%0.246%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,382$342K0.0%+28.4%0.011%
7/21/2025 Yeomans Consulting Group Inc.141,608$4.66M1.9%+2.8%0.145%
7/21/2025 Abacus Planning Group Inc.14,367$473K0.1%+2.3%0.015%
7/21/2025 Triad Wealth Partners LLC7,598$250K0.1%N/A0.008%
7/18/2025 Pure Financial Advisors LLC130,975$4.31M0.1%+86.5%0.134%
7/18/2025 Meritas Wealth Management LLC273,930$9.02M5.0%+3.2%0.281%
7/18/2025 Parkwoods Wealth Partners LLC75,470$2.48M1.4%+12.5%0.077%
7/18/2025 PBMares Wealth Management LLC215,494$7.09M1.3%+9.0%0.221%
7/18/2025 Liberty Capital Management Inc.51,364$1.69M0.3%+8.5%0.053%
7/18/2025 Bridge Generations Wealth Management LLC136,150$4.48M2.7%+2.8%0.139%
7/18/2025 Truist Financial Corp22,676$746K0.0%-3.3%0.023%
7/17/2025 DiNuzzo Private Wealth Inc.747,645$24.61M2.9%-1.7%0.766%
7/17/2025 Northwest Wealth Management LLC117,140$3.86M0.7%+4.4%0.120%
7/17/2025 Claris Advisors LLC MO232,316$7.65M2.7%-5.8%0.238%
7/17/2025 Janney Montgomery Scott LLC44,496$1.46M0.0%+21.2%0.046%
7/17/2025 Lazari Capital Management Inc.11,391$375K0.1%-3.1%0.012%
7/17/2025 Porter White Investment Advisors Inc.27,752$913K0.4%-2.4%0.028%
One stock to replace Nvidia (Ad)

Investing Legend Hints the End May be Near for These 3 Iconic Stocks One company to replace Amazon… another to rival Tesla… and a third to upset Nvidia. These little-known stocks are poised to overtake the three reigning tech darlings in a move that could completely reorder the top dogs of the stock market. Eric Fry gives away names, tickers and full analysis in this first-ever free broadcast.

Click to get the full details on Eric Fry's "Nvidia alternative" right here.
7/17/2025 Willow Creek Wealth Management Inc.124,477$4.10M0.4%-1.5%0.128%
7/17/2025 Avior Wealth Management LLC59,447$1.96M0.1%+1.0%0.061%
7/17/2025 XY Planning Network Inc.81,282$2.68M0.9%+21.2%0.083%
7/17/2025 CogentBlue Wealth Advisors LLC19,821$652K0.5%N/A0.020%
7/16/2025 Squire Investment Management Company LLC202,657$6.67M2.5%+26.0%0.208%
7/16/2025 TRU Independence Asset Management 2 LLC60,211$1.98M1.4%-37.6%0.062%
7/16/2025 Gradient Capital Advisors LLC93,242$3.07M0.9%-1.8%0.096%
7/16/2025 Vestia Personal Wealth Advisors68,974$2.27M1.5%+3.1%0.071%
7/16/2025 Moisand Fitzgerald Tamayo LLC43,296$1.43M0.2%+1.2%0.044%
7/16/2025 Strategic Investment Solutions Inc. IL38,942$1.28M0.4%-36.3%0.040%
(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, 334 institutional investors and hedge funds held shares of Dimensional International Small Cap Value ETF. The most heavily invested institutionals were Focus Partners Wealth ($398.75M), Merriman Wealth Management LLC ($225.64M), Forum Financial Management LP ($194.14M), Mather Group LLC. ($192.35M), Focus Partners Advisor Solutions LLC ($82.95M), Ritholtz Wealth Management ($66.87M), and Buckingham Strategic Wealth LLC ($54.40M).Learn more on Dimensional International Small Cap Value ETF's institutional investors.

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

Of the 314 institutional investors that purchased Dimensional International Small Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Focus Partners Wealth ($10.08M), Mather Group LLC. ($5.85M), Forum Financial Management LP ($1.50M), Buckingham Strategic Wealth LLC ($1.03M), Jane Street Group LLC ($945.88K), LRI Investments LLC ($936.47K), and Focus Partners Advisor Solutions LLC ($874.17K).

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

Institutional investors have bought a total of 35,617,227 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

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

Of the 120 institutional investors that sold Dimensional International Small Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Abacus Wealth Partners LLC ($708.84K), Forum Financial Management LP ($490.72K), Greenline Partners LLC ($221.22K), Del Sette Capital Management LLC ($202.00K), Forvis Mazars Wealth Advisors LLC ($193.99K), 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 4,186,846 shares in the last 24 months. This volume of shares sold represents approximately $124.99M in transactions.



This page (BATS:DISV) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners