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Dimensional International Small Cap Value ETF (DISV) Institutional Ownership

Dimensional International Small Cap Value ETF logo
$36.10 +9.86 (+37.54%)
Closing price 10/3/2025 03:59 PM Eastern
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$36.12 +0.01 (+0.03%)
As of 10/3/2025 04:10 PM 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)
268
Total
Institutional Inflows
(last 12 months)
$1.09B
Number of
Institutional Sellers
(last 12 months)
136
Total
Institutional Outflows
(last 12 months)
$124.26M
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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
10/6/2025Cambridge Financial Group LLC65,688$2.34M0.8%-8.0%0.067%
9/26/2025Corient Private Wealth LLC1,082,444$35.62M0.1%+3.9%1.109%
9/9/2025Cambridge Financial Group LLC71,370$2.35M0.9%-17.5%0.073%
9/4/2025Osaic Holdings Inc.190,532$6.27M0.0%+6.7%0.195%
8/27/2025Orion Porfolio Solutions LLC93,976$3.09M0.0%+336.1%0.096%
8/26/2025Nautilus Advisors LLC14,508$477K0.3%N/A0.015%
8/19/2025Asset Dedication LLC1,261,123$41.50M3.0%-2.6%1.292%
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%
8/15/2025Visionary Wealth Advisors57,744$1.90M0.1%+16.5%0.059%
8/15/2025Orion Porfolio Solutions LLC93,976$3.09M0.0%+336.1%0.096%
8/15/2025MML Investors Services LLC230,798$7.60M0.0%+5.0%0.236%
8/15/2025Monograph Wealth Advisors LLC858,564$28.26M3.5%+13.0%0.880%
8/15/2025Great Valley Advisor Group Inc.14,252$469K0.0%+88.2%0.015%
8/15/2025EP Wealth Advisors LLC9,600$316K0.0%N/A0.010%
8/15/2025Bank of America Corp DE497,163$16.36M0.0%+27.5%0.509%
8/15/2025AQR Capital Management LLC118,780$3.91M0.0%+41.1%0.122%
8/14/2025Jane Street Group LLC561,158$18.47M0.0%+83.8%0.575%
8/14/2025Raymond James Financial Inc.179,530$5.91M0.0%+6.3%0.184%
8/14/2025Betterment LLC315,470$10.38M0.0%+6.6%0.323%
8/14/2025Main Street Financial Solutions LLC6,519$215K0.0%-5.8%0.007%
8/14/2025Faithward Advisors LLC11,658$384K0.1%+20.4%0.012%
8/14/2025Sei Investments Co.12,080$398K0.0%N/A0.012%
8/14/2025NewEdge Advisors LLC317,056$10.43M0.1%-1.6%0.325%
8/14/2025DecisionPoint Financial LLC2,198$72K0.0%+20.4%0.002%
8/14/2025Acorn Wealth Advisors LLC17,213$566K0.2%+5.5%0.018%
8/14/2025Cerity Partners LLC1,033,796$34.02M0.1%+8.6%1.059%
8/14/2025Daner Wealth Management LLC20,271$694K0.5%N/A0.021%
8/13/2025United Wealth Management LLC302,710$9.96M2.9%-1.0%0.310%
8/13/2025SageView Advisory Group LLC23,160$774K0.0%-3.2%0.024%
8/13/2025Cresset Asset Management LLC6,558$216K0.0%-51.1%0.007%
8/13/2025M Holdings Securities Inc.92,149$3.03M0.5%+20.4%0.094%
8/13/2025Parkworth Wealth Management Inc.52,946$1.74M1.3%+3.6%0.054%
8/13/2025EverSource Wealth Advisors LLC41,261$1.36M0.1%+1,893.3%0.042%
8/13/2025CW Advisors LLC10,541$347K0.0%+9.4%0.011%
8/13/2025Beacon Pointe Advisors LLC332,178$10.93M0.1%-3.0%0.340%
8/13/2025ARK & TLK Investments LLC12,270$404K0.1%-16.8%0.013%
8/13/2025Northwestern Mutual Wealth Management Co.121,455$4.00M0.0%+25.6%0.124%
8/12/2025Burk Holdings LLC106,817$3.52M2.2%N/A0.109%
8/12/2025Quadcap Wealth Management LLC231,317$7.61M1.0%+5.8%0.237%
8/12/2025Hill Investment Group Partners LLC366,291$12.06M1.6%+6.3%0.375%
8/12/2025Shakespeare Wealth Management LLC444,756$14.64M3.9%+0.5%0.456%
8/12/2025Del Sette Capital Management LLC13,865$456K0.3%-39.6%0.014%
8/12/2025AlphaCore Capital LLC395,629$13.02M0.5%+14,070.1%0.405%
8/12/2025JPMorgan Chase & Co.135,867$4.47M0.0%-3.8%0.139%
8/12/2025Passive Capital Management LLC.20,881$687K0.2%+34.7%0.021%
8/12/2025BWM Planning LLC145,578$4.79M1.7%+1.8%0.149%
8/11/2025Wealthspire Advisors LLC21,474$707K0.0%+58.2%0.022%
8/11/2025Wescott Financial Advisory Group LLC6,448$212K0.0%N/A0.007%
8/11/2025Foundation Wealth Management LLC PA99,425$3.27M1.4%+21.7%0.102%
8/8/2025Tortoise Investment Management LLC38,591$1.27M0.1%+19.1%0.040%
8/8/2025Pinney & Scofield Inc.232,039$7.64M5.2%+0.4%0.238%
8/8/2025Keyvantage Wealth LLC128,268$4.22M1.9%+9.4%0.131%
8/8/2025Creative Planning601,117$19.78M0.0%+1.3%0.616%
8/8/2025RAM Investment Partners LLC27,130$893K0.2%+47.0%0.028%
8/8/2025Schwarz Dygos Wheeler Investment Advisors LLC62,979$2.07M0.5%-0.7%0.065%
8/8/2025W.H. Cornerstone Investments Inc.46,736$1.54M1.0%-2.4%0.048%
8/8/2025Advyzon Investment Management LLC7,351$242K0.1%+6,706.5%0.008%
8/7/2025Avalon Capital Management16,311$537K0.1%-6.7%0.017%
8/7/2025New England Private Wealth Advisors LLC60,504$2.00M0.3%+1.7%0.062%
8/7/2025Nwam LLC55,040$1.81M0.1%-11.2%0.056%
8/7/2025Timonier Family Office LTD.15,224$501K0.2%-12.1%0.016%
8/7/2025Samalin Investment Counsel LLC9,754$321K0.1%-5.4%0.010%
8/7/2025Allworth Financial LP27,210$895K0.0%+1.5%0.028%
8/7/2025Tillman Hartley LLC131,927$4.34M1.2%-5.3%0.135%
8/7/2025Midwest Trust Co33,915$1.12M0.0%N/A0.035%
8/7/2025Efficient Advisors LLC87,864$2.89M0.2%-3.8%0.090%
8/6/2025Valued Wealth Advisors LLC1,364$45K0.0%N/A0.001%
8/6/2025Rialto Wealth Management LLC84,439$2.78M0.8%+51.5%0.087%
8/6/2025Vestmark Advisory Solutions Inc.766,388$25.22M0.4%+106.7%0.785%
8/6/2025Longview Financial Advisors LLC144,707$4.76M3.0%-1.2%0.148%
8/6/2025Savant Capital LLC776,987$25.57M0.2%+25.1%0.796%
8/6/2025Modera Wealth Management LLC559,075$18.40M0.2%+894.8%0.573%
8/6/2025Atlantic Union Bankshares Corp2,917$96K0.0%N/A0.003%
8/5/2025Clarity Wealth Development LLC124,646$4.10M4.1%+2.0%0.128%
8/5/2025Astra Wealth Partners LLC158,484$5.22M4.0%+1.9%0.162%
8/5/2025Golden Bell Financial Planning LLC78,505$2.58M2.4%-1.1%0.080%
8/5/2025Bank of Montreal Can744,751$24.51M0.0%-0.1%0.763%
8/5/2025Mission Wealth Management LP22,056$726K0.0%+3.2%0.023%
8/5/2025Sensible Money LLC331,520$10.91M4.1%+0.3%0.340%
8/5/2025Aviance Capital Partners LLC91,086$3.00M0.4%+12.7%0.093%
8/5/2025Dravo Bay LLC248,662$8.40M4.1%-2.7%0.255%
8/5/2025Avant Financial Advisors LLC133,562$4.40M3.6%+0.4%0.137%
8/4/2025Integrity Alliance LLC.256,853$8.45M0.5%-0.7%0.263%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,413$606K0.1%+93.2%0.019%
8/4/2025Earned Wealth Advisors LLC32,134$1.06M0.2%+2.6%0.033%
8/4/2025IFG Advisory LLC167,389$5.51M0.3%+5.1%0.172%
8/4/2025Spire Wealth Management93,816$3.09M0.1%-1.7%0.096%
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%
7/31/2025Schoolcraft Capital LLC237,336$7.81M1.6%-8.9%0.243%
7/31/2025Brighton Jones LLC7,625$251K0.0%N/A0.008%
7/31/2025BIP Wealth LLC52,367$1.72M0.1%+30.0%0.054%
7/31/2025Focus Partners Advisor Solutions LLC2,520,459$82.95M1.1%+8.1%2.582%
(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, 350 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 327 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 36,607,823 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 136 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 4,129,033 shares in the last 24 months. This volume of shares sold represents approximately $124.26M in transactions.



This page (BATS:DISV) was last updated on 10/6/2025 by MarketBeat.com Staff
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