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Dimensional International Small Cap Value ETF (DISV) Institutional Ownership

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$27.59
+0.02 (+0.07%)
(As of 05/8/2024 ET)
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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)
173
Total
Institutional Inflows
(last 12 months)
$436.15M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$23.80M
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DISV Institutional Buying and Selling by Quarter

Dimensional International Small Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024MB Generational Wealth LLC459,527$12.50M11.3%+12.6%0.684%
5/7/2024 Bedel Financial Consulting Inc.16,996$462K0.1%+6.2%0.025%
5/7/2024 CarsonAllaria Wealth Management Ltd.31,979$870K0.5%+1.8%0.048%
5/7/2024 Empowered Funds LLC196,209$5.34M0.1%N/A0.292%
5/6/2024 Ruedi Wealth Management Inc.85,837$2.33M1.0%+12.6%0.128%
5/6/2024 W.H. Cornerstone Investments Inc.33,472$910K0.7%+69.6%0.050%
5/6/2024 Advisory Alpha LLC110,455$3.00M0.1%+6.3%0.164%
5/6/2024DiNuzzo Private Wealth Inc.767,934$20.88M2.8%+0.2%1.143%
5/4/2024 Hemington Wealth Management16,470$448K0.2%N/A0.025%
5/3/2024 Integris Wealth Management LLC567,638$15.43M4.3%+8.5%0.851%
5/3/2024 Catalina Capital Group LLC13,247$360K0.1%N/A0.020%
5/3/2024 Callan Capital LLC438,472$11.92M1.1%-2.7%0.657%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC50,964$1.39M0.4%+21.8%0.076%
5/3/2024 Rehmann Capital Advisory Group22,123$602K0.0%+56.1%0.033%
5/2/2024 Elevate Wealth Advisory Inc.16,458$447K0.4%-16.2%0.025%
5/1/2024 Cherry Tree Wealth Management LLC12,537$341K0.1%-7.6%0.019%
5/1/2024 Janney Montgomery Scott LLC20,993$571K0.0%-9.7%0.031%
5/1/2024 Blue Trust Inc.33,270$905K0.0%+14.5%0.050%
5/1/2024 Matisse Capital44,100$1.20M0.6%+37.0%0.066%
5/1/2024 Sequoia Financial Advisors LLC126,893$3.45M0.0%+3.8%0.190%
5/1/2024 DecisionPoint Financial LLC1,775$48K0.0%+112.6%0.003%
4/30/2024 Hartline Investment Corp7,638$208K0.0%N/A0.011%
4/30/2024 RF&L Wealth Management LLC16,150$439K0.3%+13.7%0.024%
4/30/2024 Private Wealth Management Group LLC447,220$12.16M5.5%+13.3%0.670%
4/30/2024 Hutchens & Kramer Investment Management Group LLC10,767$292K0.2%-11.8%0.016%
4/29/2024Commonwealth Equity Services LLC118,765$3.23M0.0%+13.3%0.178%
4/29/2024 PBMares Wealth Management LLC94,455$2.57M0.7%+28.2%0.142%
4/27/2024 Glass Jacobson Investment Advisors llc72,568$1.97M0.7%+7.7%0.109%
4/27/2024 Capital Performance Advisors LLP9,691$263K0.1%N/A0.015%
4/27/2024 Austin Asset Management Co Inc13,903$378K0.1%N/A0.021%
4/26/2024 RCS Financial Planning LLC84,437$2.30M1.4%-13.3%0.127%
4/26/2024 Quantum Financial Advisors LLC384,061$10.44M1.8%+167.2%0.576%
4/26/2024 Chicago Partners Investment Group LLC198,577$5.35M0.2%+3.9%0.298%
4/26/2024 Claris Advisors LLC MO142,424$3.87M2.0%+1.9%0.214%
4/25/2024 Financial Architects LLC236,045$6.42M4.4%+14.0%0.354%
4/25/2024 Keb Asset Management LLC328,157$8.92M3.0%+6.2%0.492%
4/24/2024 Krilogy Financial LLC254,667$6.92M0.5%+1.3%0.382%
4/24/2024 Oceanside Advisors LLC29,878$812K0.7%+1.4%0.045%
4/24/2024 Spire Wealth Management93,635$2.55M0.1%+9.3%0.140%
4/23/2024 Canvas Wealth Advisors LLC10,085$265K0.1%N/A0.015%
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4/23/2024 Raymond James Financial Services Advisors Inc.112,528$3.06M0.0%+30.3%0.169%
4/22/2024 Pacific Sage Partners LLC238,207$6.48M1.7%+4.3%0.357%
4/22/2024 Physician Wealth Solutions Inc.177,896$4.84M4.1%+42.1%0.267%
4/20/2024 BetterWealth LLC189,563$5.15M1.7%+2.3%0.284%
4/19/2024 FORVIS Wealth Advisors LLC359,119$9.76M0.2%+1.1%0.538%
4/19/2024 Retirement Guys Formula LLC38,464$1.05M0.5%-2.6%0.058%
4/19/2024 AWM Capital LLC7,517$204K0.0%N/A0.011%
4/19/2024 Altiora Financial Group LLC9,825$267K0.1%N/A0.015%
4/18/2024 Morris Financial Concepts Inc.38,724$1.05M0.5%+209.4%0.078%
4/18/2024 Aviance Capital Partners LLC72,669$1.98M0.3%+1.7%0.146%
4/18/2024 Seaside Wealth Management Inc.304,855$8.29M3.5%+2.1%0.613%
4/17/2024 Gradient Capital Advisors LLC73,005$1.99M0.7%+2.6%0.147%
4/17/2024 Annapolis Financial Services LLC3,654$99K0.0%-92.0%0.007%
4/17/2024 Family CFO Inc6,297$171K0.1%+30.7%0.013%
4/17/2024Baker Ellis Asset Management LLC326,373$8.87M1.3%+2.7%0.657%
4/17/2024 Meritas Wealth Management LLC155,535$4.23M2.9%+25.1%0.313%
4/16/2024 Moisand Fitzgerald Tamayo LLC43,038$1.17M0.2%-0.9%0.087%
4/16/2024 Firethorn Wealth Partners LLC23,369$635K0.4%+49.9%0.047%
4/16/2024 Wealth Enhancement Advisory Services LLC648,697$17.64M0.0%+5.4%1.305%
4/15/2024 Wealthcare Advisory Partners LLC15,000$408K0.0%+4.7%0.030%
4/15/2024 Disciplined Investments LLC16,135$439K0.2%-11.5%0.032%
4/15/2024 Henrickson Nauta Wealth Advisors Inc.182,224$4.95M2.2%+19.9%0.367%
4/15/2024 Schoolcraft Capital LLC197,320$5.37M1.3%+5.3%0.397%
4/13/2024 Evanson Asset Management LLC845,459$22.99M1.8%+11.4%1.701%
4/12/2024 Harbor Investment Advisory LLC18,053$491K0.0%+7.8%0.036%
4/11/2024 Maryland Capital Advisors Inc.52,148$1.42M0.9%+4.6%0.105%
4/11/2024 Liberty Capital Management Inc.23,495$639K0.2%-14.4%0.047%
4/10/2024 Park Avenue Securities LLC89,349$2.43M0.0%+38.2%0.180%
4/10/2024 Abacus Wealth Partners LLC713,219$19.39M3.3%+10.2%1.435%
4/10/2024 Shotwell Rutter Baer Inc220,279$6.05M12.3%+0.8%0.443%
4/9/2024 Collective Family Office LLC145,137$3.95M1.3%-5.0%0.292%
4/9/2024 Mather Group LLC.1,722$44K0.0%N/A0.003%
4/8/2024Emprise Bank38,155$1.04M0.7%N/A0.077%
4/5/2024 Lam Group Inc.174,520$4.75M3.9%+9.1%0.351%
4/4/2024 Shearwater Capital LLC17,909$487K0.4%+17.9%0.036%
4/3/2024 Efficient Frontier Advisors LLC20,869$565K0.4%N/A0.042%
4/3/2024 Versant Capital Management Inc4,214$115K0.0%+12.3%0.008%
4/2/2024 Peirce Capital Management LLC37,554$1.02M0.6%-1.7%0.076%
3/14/2024 Yeomans Consulting Group Inc.129,374$3.34M1.7%N/A0.260%
3/1/2024ARK & TLK Investments LLC13,473$347K0.1%N/A0.027%
2/28/2024Abel Hall LLC122,431$3.16M2.7%N/A0.246%
2/27/2024Beaird Harris Wealth Management LLC2,030$52K0.0%N/A0.004%
2/23/2024 Chicago Partners Investment Group LLC191,185$4.82M0.2%+9.9%0.385%
2/15/2024Buckingham Strategic Partners LLC621,291$16.02M0.8%+0.7%1.250%
2/15/2024Buckingham Strategic Wealth LLC2,109,574$54.40M0.6%+44.5%4.245%
2/14/2024Northwest Wealth Management LLC88,813$2.29M0.7%+48.0%0.179%
2/14/2024 Elevate Wealth Advisory Inc.19,639$506K0.5%N/A0.040%
2/14/2024Keyes Stange & Wooten Wealth Management LLC262,114$6.76M7.2%N/A0.527%
2/13/2024Angeles Wealth Management LLC7,175$185K0.0%N/A0.014%
2/13/2024Exencial Wealth Advisors LLC289,940$7.48M0.3%+25.4%0.583%
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2/13/2024Vannoy Advisory Group Inc.89,767$2.32M1.9%N/A0.181%
2/12/2024 Keb Asset Management LLC308,978$7.97M2.9%-4.3%0.622%
2/12/2024Relative Value Partners Group LLC478,628$12.34M0.8%+33.7%0.963%
2/12/2024Fischer Investment Strategies LLC178,611$4.61M3.5%N/A0.359%
2/12/2024Schubert & Co25,367$654K0.6%-10.3%0.051%
2/12/2024Hilltop Holdings Inc.32,236$831K0.1%+3.9%0.065%
2/9/2024Tillman Hartley LLC99,858$2.58M1.0%+2.5%0.201%
2/9/2024Corient Private Wealth LLC955,732$24.64M0.0%+59.8%1.923%
2/9/2024Bayshore Asset Management LLC52,232$1.35M0.7%-4.2%0.105%
2/9/2024Andrews Lucia Wealth Management LLC65,224$1.68M1.3%+7.6%0.131%
(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, 207 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), Dimensional Fund Advisors LP ($493.60M), Merriman Wealth Management LLC ($177.39M), Forum Financial Management LP ($170.73M), Buckingham Strategic Wealth LLC ($54.40M), Ritholtz Wealth Management ($31.82M), and Corient Private Wealth LLC ($24.64M).Learn more on DISV's institutional investors.

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

Of the 204 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: Merriman Wealth Management LLC ($7.41M), Forum Financial Management LP ($6.54M), Ritholtz Wealth Management ($1.23M), Buckingham Strategic Wealth LLC ($1.10M), Creative Planning ($1.07M), Evanson Asset Management LLC ($845.46K), and Bank of Montreal Can ($828.89K).

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

Institutional investors have bought a total of 41,394,030 shares in the last 24 months. This purchase volume represents approximately $943.54M in transactions.

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

Of the 60 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: Callan Capital LLC ($790.30K), Corient Private Wealth LLC ($251.50K), HighTower Advisors LLC ($214.38K), OLD Mission Capital LLC ($155.30K), Derbend Asset Management ($152.78K), Cardiff Park Advisors LLC ($123.14K), and M Holdings Securities Inc. ($122.80K).

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

Institutional investors have sold a total of 2,363,778 shares in the last 24 months. This volume of shares sold represents approximately $54.07M in transactions.


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This page (BATS:DISV) was last updated on 5/9/2024 by MarketBeat.com Staff

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