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Dimensional International Small Cap Value ETF (DISV) Institutional Ownership

Dimensional International Small Cap Value ETF logo
$34.45 +8.20 (+31.24%)
Closing price 08/15/2025 03:55 PM Eastern
Extended Trading
$34.47 +0.02 (+0.06%)
As of 08/15/2025 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)
269
Total
Institutional Inflows
(last 12 months)
$1.09B
Number of
Institutional Sellers
(last 12 months)
135
Total
Institutional Outflows
(last 12 months)
$124.18M
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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
8/15/2025Corient Private Wealth LLC1,082,444$35.62M0.0%+3.9%1.109%
8/15/2025Captrust Financial Advisors11,075$364K0.0%-21.0%0.011%
8/15/2025 Visionary Wealth Advisors57,744$1.90M0.1%+16.5%0.059%
8/15/2025 Orion Porfolio Solutions LLC93,976$3.09M0.0%+336.1%0.096%
8/15/2025 MML Investors Services LLC230,798$7.60M0.0%+5.0%0.236%
8/15/2025 Monograph Wealth Advisors LLC858,564$28.26M3.5%+13.0%0.880%
8/15/2025 Great Valley Advisor Group Inc.14,252$469K0.0%+88.2%0.015%
8/15/2025 EP Wealth Advisors LLC9,600$316K0.0%N/A0.010%
8/15/2025 Bank of America Corp DE497,163$16.36M0.0%+27.5%0.509%
8/15/2025 AQR Capital Management LLC118,780$3.91M0.0%+41.1%0.122%
8/14/2025 Jane Street Group LLC561,158$18.47M0.0%+83.8%0.575%
8/14/2025 Raymond James Financial Inc.179,530$5.91M0.0%+6.3%0.184%
8/14/2025 Betterment LLC315,470$10.38M0.0%+6.6%0.323%
8/14/2025 Main Street Financial Solutions LLC6,519$215K0.0%-5.8%0.007%
8/14/2025 Faithward Advisors LLC11,658$384K0.1%+20.4%0.012%
8/14/2025 Sei Investments Co.12,080$398K0.0%N/A0.012%
8/14/2025 NewEdge Advisors LLC317,056$10.43M0.1%-1.6%0.325%
8/14/2025 DecisionPoint Financial LLC2,198$72K0.0%+20.4%0.002%
8/14/2025 Acorn Wealth Advisors LLC17,213$566K0.2%+5.5%0.018%
8/14/2025 Cerity Partners LLC1,033,796$34.02M0.1%+8.6%1.059%
8/14/2025 Daner Wealth Management LLC20,271$694K0.5%N/A0.021%
8/13/2025 United Wealth Management LLC302,710$9.96M2.9%-1.0%0.310%
8/13/2025 SageView Advisory Group LLC23,160$774K0.0%-3.2%0.024%
8/13/2025 Cresset Asset Management LLC6,558$216K0.0%-51.1%0.007%
8/13/2025 M Holdings Securities Inc.92,149$3.03M0.5%+20.4%0.094%
8/13/2025 Parkworth Wealth Management Inc.52,946$1.74M1.3%+3.6%0.054%
8/13/2025 EverSource Wealth Advisors LLC41,261$1.36M0.1%+1,893.3%0.042%
8/13/2025 CW Advisors LLC10,541$347K0.0%+9.4%0.011%
8/13/2025 Beacon Pointe Advisors LLC332,178$10.93M0.1%-3.0%0.340%
8/13/2025 ARK & TLK Investments LLC12,270$404K0.1%-16.8%0.013%
8/13/2025 Northwestern Mutual Wealth Management Co.121,455$4.00M0.0%+25.6%0.124%
8/12/2025 Burk Holdings LLC106,817$3.52M2.2%N/A0.109%
8/12/2025 Quadcap Wealth Management LLC231,317$7.61M1.0%+5.8%0.237%
8/12/2025 Hill Investment Group Partners LLC366,291$12.06M1.6%+6.3%0.375%
8/12/2025 Shakespeare Wealth Management LLC444,756$14.64M3.9%+0.5%0.456%
8/12/2025 Del Sette Capital Management LLC13,865$456K0.3%-39.6%0.014%
8/12/2025 AlphaCore Capital LLC395,629$13.02M0.5%+14,070.1%0.405%
8/12/2025 JPMorgan Chase & Co.135,867$4.47M0.0%-3.8%0.139%
8/12/2025 Passive Capital Management LLC.20,881$687K0.2%+34.7%0.021%
8/12/2025 BWM Planning LLC145,578$4.79M1.7%+1.8%0.149%
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8/11/2025 Wealthspire Advisors LLC21,474$707K0.0%+58.2%0.022%
8/11/2025 Wescott Financial Advisory Group LLC6,448$212K0.0%N/A0.007%
8/11/2025 Foundation Wealth Management LLC PA99,425$3.27M1.4%+21.7%0.102%
8/8/2025 Tortoise Investment Management LLC38,591$1.27M0.1%+19.1%0.040%
8/8/2025 Pinney & Scofield Inc.232,039$7.64M5.2%+0.4%0.238%
8/8/2025 Keyvantage Wealth LLC128,268$4.22M1.9%+9.4%0.131%
8/8/2025 Creative Planning601,117$19.78M0.0%+1.3%0.616%
8/8/2025 RAM Investment Partners LLC27,130$893K0.2%+47.0%0.028%
8/8/2025 Schwarz Dygos Wheeler Investment Advisors LLC62,979$2.07M0.5%-0.7%0.065%
8/8/2025 W.H. Cornerstone Investments Inc.46,736$1.54M1.0%-2.4%0.048%
8/8/2025 Advyzon Investment Management LLC7,351$242K0.1%+6,706.5%0.008%
8/7/2025 Avalon Capital Management16,311$537K0.1%-6.7%0.017%
8/7/2025 New England Private Wealth Advisors LLC60,504$2.00M0.3%+1.7%0.062%
8/7/2025 Nwam LLC55,040$1.81M0.1%-11.2%0.056%
8/7/2025 Timonier Family Office LTD.15,224$501K0.2%-12.1%0.016%
8/7/2025 Samalin Investment Counsel LLC9,754$321K0.1%-5.4%0.010%
8/7/2025 Allworth Financial LP27,210$895K0.0%+1.5%0.028%
8/7/2025 Tillman Hartley LLC131,927$4.34M1.2%-5.3%0.135%
8/7/2025 Midwest Trust Co33,915$1.12M0.0%N/A0.035%
8/7/2025 Efficient Advisors LLC87,864$2.89M0.2%-3.8%0.090%
8/6/2025 Valued Wealth Advisors LLC1,364$45K0.0%N/A0.001%
8/6/2025 Rialto Wealth Management LLC84,439$2.78M0.8%+51.5%0.087%
8/6/2025 Vestmark Advisory Solutions Inc.766,388$25.22M0.4%+106.7%0.785%
8/6/2025 Longview Financial Advisors LLC144,707$4.76M3.0%-1.2%0.148%
8/6/2025 Savant Capital LLC776,987$25.57M0.2%+25.1%0.796%
8/6/2025 Modera Wealth Management LLC559,075$18.40M0.2%+894.8%0.573%
8/6/2025 Atlantic Union Bankshares Corp2,917$96K0.0%N/A0.003%
8/5/2025 Clarity Wealth Development LLC124,646$4.10M4.1%+2.0%0.128%
8/5/2025 Astra Wealth Partners LLC158,484$5.22M4.0%+1.9%0.162%
8/5/2025 Golden Bell Financial Planning LLC78,505$2.58M2.4%-1.1%0.080%
8/5/2025 Bank of Montreal Can744,751$24.51M0.0%-0.1%0.763%
8/5/2025 Mission Wealth Management LP22,056$726K0.0%+3.2%0.023%
8/5/2025 Sensible Money LLC331,520$10.91M4.1%+0.3%0.340%
8/5/2025 Aviance Capital Partners LLC91,086$3.00M0.4%+12.7%0.093%
8/5/2025 Dravo Bay LLC248,662$8.40M4.1%-2.7%0.255%
8/5/2025 Avant Financial Advisors LLC133,562$4.40M3.6%+0.4%0.137%
8/4/2025 Integrity Alliance LLC.256,853$8.45M0.5%-0.7%0.263%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,413$606K0.1%+93.2%0.019%
8/4/2025 Earned Wealth Advisors LLC32,134$1.06M0.2%+2.6%0.033%
8/4/2025 IFG Advisory LLC167,389$5.51M0.3%+5.1%0.172%
8/4/2025 Spire Wealth Management93,816$3.09M0.1%-1.7%0.096%
8/1/2025 JDH Wealth Management LLC130,029$4.28M3.3%+6.5%0.133%
8/1/2025 Austin Private Wealth LLC27,643$910K0.1%+30.4%0.028%
8/1/2025 Equita Financial Network Inc.434,946$14.31M5.7%-6.6%0.446%
8/1/2025 Advisory Alpha LLC183,768$6.05M0.2%+7.1%0.188%
8/1/2025 SYM FINANCIAL Corp7,667$252K0.0%-17.2%0.008%
8/1/2025 Liberty Wealth Management LLC161,349$5.32M0.8%-13.9%0.165%
8/1/2025 Red Lighthouse Investment Management LLC19,749$650K0.2%+1.8%0.020%
8/1/2025 Envestnet 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%
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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%
(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, 347 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 325 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), Jane Street Group LLC ($1.20M), LRI Investments LLC ($936.47K), Focus Partners Advisor Solutions LLC ($874.17K), and Financial Harvest LLC ($860.06K).

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

Institutional investors have bought a total of 36,798,471 shares in the last 24 months. This purchase volume represents approximately $1.09B in transactions.

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

Of the 135 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 ($211.07K), 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 4,138,382 shares in the last 24 months. This volume of shares sold represents approximately $124.18M in transactions.



This page (BATS:DISV) was last updated on 8/16/2025 by MarketBeat.com Staff
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