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Dimensional International Small Cap Value ETF (DISV) Institutional Ownership

Dimensional International Small Cap Value ETF logo
$29.07 +2.82 (+10.74%)
As of 11:47 AM 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)
242
Total
Institutional Inflows
(last 12 months)
$465.91M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$90.08M
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DISV Institutional Buying and Selling by Quarter

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Dimensional International Small Cap Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Lam Group Inc.191,540$5.58M4.1%-4.5%0.217%
4/16/2025Capstone Wealth Management LLC13,128$382K0.4%N/A0.015%
4/16/2025Wealth Enhancement Advisory Services LLC589,099$17.16M0.0%+7.8%0.668%
4/16/2025Meritas Wealth Management LLC265,496$7.73M4.5%+16.8%0.301%
4/16/2025ShankerValleau Wealth Advisors Inc.136,924$3.99M1.3%+2.9%0.155%
4/16/2025HMV Wealth Advisors LLC84,598$2.46M2.0%+76.9%0.096%
4/16/2025Krilogy Financial LLC324,466$9.45M0.6%+7.1%0.368%
4/16/2025Wealth Advisors Northwest LLC181,503$5.29M3.3%+9.1%0.206%
4/16/2025Schoolcraft Capital LLC260,567$7.59M1.5%+1.9%0.296%
4/16/2025GEN Financial Management INC.9,524$277K0.2%N/A0.011%
4/16/2025Hassell Wealth Management LLC284,842$8.16M3.5%+3.4%0.323%
4/16/2025Liberty Capital Management Inc.47,326$1.38M0.3%+4.7%0.054%
4/15/2025 Fifth Third Bancorp1,257$37K0.0%-55.0%0.001%
4/15/2025 Two West Capital Advisors LLC30,858$872K0.7%+6.4%0.035%
4/15/2025 Baker Ellis Asset Management LLC421,136$12.26M1.8%+14.8%0.478%
4/15/2025 Vestment Financial LLC104,688$3.06M2.2%+8.9%0.119%
4/15/2025 Gibson Capital LLC15,213$443K0.1%+41.6%0.017%
4/15/2025 Simplicity Wealth LLC35,295$1.03M0.1%N/A0.040%
4/15/2025 Wealthcare Advisory Partners LLC21,045$613K0.0%+6.0%0.024%
4/15/2025 Signet Financial Management LLC23,006$670K0.1%-14.3%0.026%
4/14/2025 Henrickson Nauta Wealth Advisors Inc.300,433$8.26M3.3%+23.8%0.341%
4/14/2025 Farther Finance Advisors LLC48,443$1.41M0.0%+82.6%0.055%
4/14/2025 Clarity Capital Advisors LLC12,200$355K0.2%+36.6%0.014%
4/14/2025 Park Avenue Securities LLC170,669$4.97M0.1%+18.0%0.194%
4/14/2025 Greenspring Advisors LLC9,687$282K0.1%+14.5%0.011%
4/11/2025 Disciplined Investments LLC16,562$482K0.2%-7.1%0.019%
4/11/2025 Prosperity Planning Inc.52,366$1.53M0.5%-1.0%0.059%
4/10/2025 Breakwater Capital Group7,144$208K0.0%N/A0.008%
4/10/2025 McGrath & Associates Inc.36,471$1.06M1.9%+2.0%0.041%
4/10/2025 Firethorn Wealth Partners LLC23,987$699K0.3%-3.8%0.027%
4/10/2025 DBK Financial Counsel LLC15,602$454K0.5%+5.2%0.018%
4/10/2025 Rialto Wealth Management LLC55,730$1.62M0.5%+260.2%0.063%
4/9/2025 Harbor Investment Advisory LLC17,970$523K0.0%+4.0%0.020%
4/9/2025 Shotwell Rutter Baer Inc235,368$6.85M5.8%+0.4%0.267%
4/9/2025 Quantum Financial Advisors LLC549,721$16.01M2.4%+6.4%0.624%
4/8/2025 Shearwater Capital LLC26,153$762K0.5%+8.2%0.030%
4/8/2025 Advisory Alpha LLC8,192$239K0.0%-84.4%0.009%
4/3/2025 Collective Family Office LLC199,433$5.81M1.6%+3.8%0.231%
4/1/2025 Emprise Bank34,779$1.01M0.5%-1.4%0.040%
3/24/2025Avant Financial Advisors LLC133,161$3.54M3.2%N/A0.154%
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3/17/2025Wealth Enhancement Advisory Services LLC546,307$14.52M0.0%+16.7%0.641%
3/14/2025Hara Capital LLC8,273$220K0.1%-4.6%0.010%
3/7/2025Aegis Wealth Management LLC13,193$351K0.2%N/A0.015%
2/27/2025XY Planning Network Inc.70,142$1.86M1.4%N/A0.104%
2/20/2025Forum Financial Management LP6,389,795$169.78M2.8%+2.9%9.509%
2/19/2025Pinney & Scofield Inc.206,503$5.49M4.2%N/A0.307%
2/18/2025RB Capital Management LLC16,032$426K0.1%+11.3%0.024%
2/18/2025Monograph Wealth Advisors LLC780,763$20.75M2.7%-5.0%1.162%
2/18/2025Focus Partners Advisor Solutions LLC2,231,410$59.29M1.0%+35.5%3.321%
2/17/2025Waverly Advisors LLC59,571$1.58M0.0%-2.5%0.089%
2/17/2025 Vestment Financial LLC96,092$2.55M1.9%N/A0.143%
2/17/2025Visionary Wealth Advisors45,752$1.22M0.1%+110.5%0.068%
2/17/2025Quadcap Wealth Management LLC274,918$7.31M1.1%+9.6%0.409%
2/17/2025Pathstone Holdings LLC404,609$10.75M0.0%+57.3%0.602%
2/17/2025LRI Investments LLC483,365$12.84M1.1%+1.1%0.719%
2/17/2025Greenline Partners LLC223,346$5.93M0.8%+1,088.3%0.332%
2/17/2025Focus Partners Wealth4,343,382$115.40M0.3%+20.1%6.463%
2/17/2025Cresset Asset Management LLC13,394$356K0.0%N/A0.020%
2/17/2025Cardiff Park Advisors LLC304,593$8.09M0.8%+20.9%0.453%
2/17/2025Bank of America Corp DE368,777$9.80M0.0%+7.4%0.549%
2/17/2025BIP Wealth LLC23,464$623K0.0%+167.2%0.035%
2/14/2025Mercer Global Advisors Inc. ADV298,248$7.92M0.0%-7.3%0.444%
2/14/2025Rehmann Capital Advisory Group25,618$681K0.0%+6.8%0.038%
2/14/2025Navigoe LLC94,941$2.52M2.5%N/A0.141%
2/14/2025Northern Trust Corp549,179$14.59M0.0%+43.8%0.817%
2/14/2025Parkshore Wealth Management Inc.11,525$306K0.2%N/A0.017%
2/14/2025Beacon Pointe Advisors LLC325,626$8.65M0.1%+2.6%0.485%
2/14/2025Betterment LLC148,195$3.94M0.0%+57.3%0.221%
2/14/2025Kovitz Investment Group Partners LLC683,943$18.17M0.1%+9.9%1.018%
2/14/2025Stifel Financial Corp123,802$3.29M0.0%+1.9%0.184%
2/14/2025OneDigital Investment Advisors LLC49,783$1.32M0.0%-5.5%0.074%
2/14/2025MML Investors Services LLC58,347$1.55M0.0%+9.3%0.087%
2/14/2025Forum Financial Management LP6,285,351$167.00M2.8%+1.2%9.353%
2/14/2025GeoWealth Management LLC13,140$349K0.0%-39.5%0.020%
2/14/2025Bridge Generations Wealth Management LLC135,001$3.59M2.4%N/A0.201%
2/14/2025Capital Group Private Client Services Inc.18,333$487K0.0%N/A0.027%
2/13/2025Strategic Investment Solutions Inc. IL54,801$1.45M0.5%+11.5%0.082%
2/13/2025NewEdge Advisors LLC368,186$9.78M0.1%-1.6%0.548%
2/13/2025Rather & Kittrell Inc.434,673$11.55M2.7%+13.2%0.647%
2/13/2025Mariner LLC39,504$1.05M0.0%-57.6%0.059%
2/13/2025Miramar Fiduciary Corp458,705$12.19M12.6%-9.5%0.683%
2/13/2025Keyes 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%
2/13/2025Legacy Financial Advisors Inc.33,582$892K0.1%-3.9%0.050%
2/13/2025Raymond James Financial Inc.149,228$3.97M0.0%N/A0.222%
2/13/2025Faithward Advisors LLC8,610$229K0.0%N/A0.013%
2/13/2025Bank of Montreal Can722,713$19.20M0.0%+6.6%1.075%
2/13/2025Shakespeare Wealth Management LLC447,528$11.89M3.2%+3.9%0.666%
2/13/2025Cerity Partners LLC841,997$22.37M0.0%+9.1%1.253%
2/13/2025Envestnet Asset Management Inc.418,230$11.11M0.0%+8.1%0.622%
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2/13/2025Wells Fargo & Company MN5,205$138K0.0%-25.1%0.008%
2/12/2025Astra Wealth Partners LLC153,237$4.07M3.8%N/A0.228%
2/12/2025OneAscent Financial Services LLC57,865$1.54M0.1%N/A0.086%
2/12/2025OLD Mission Capital LLC92,852$2.47M0.0%-43.1%0.138%
2/12/2025Orion Portfolio Solutions LLC18,628$495K0.0%+6.3%0.028%
2/12/2025JPMorgan Chase & Co.138,226$3.67M0.0%+3.1%0.206%
2/12/2025Foundation Wealth Management LLC PA75,073$2.00M1.0%N/A0.112%
2/12/2025Financial Engines Advisors L.L.C.207,276$5.51M0.0%+36.6%0.308%
2/12/2025Financial Counselors Inc.13,035$346K0.0%N/A0.019%
2/12/2025Journey Beyond Wealth LLC18,050$480K0.5%N/A0.027%
(Data available from 1/1/2016 forward)

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DISV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DISV shares?

During the previous two years, 315 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 297 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 36,606,096 shares in the last 24 months. This purchase volume represents approximately $942.69M in transactions.

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

Of the 108 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), Del Sette Capital Management LLC ($220.18K), Wealth Enhancement Advisory Services LLC ($184.86K), Simplicity Wealth LLC ($176.77K), and Derbend Asset Management ($152.78K).

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

Institutional investors have sold a total of 4,224,558 shares in the last 24 months. This volume of shares sold represents approximately $112.32M in transactions.



This page (BATS:DISV) was last updated on 4/16/2025 by MarketBeat.com Staff
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