Go Pro
→ Trump's gold order: the announcement they won't put on the front page (From Reagan Gold Group) (Ad)tc pixel Free DISV Stock Alerts

Dimensional International Small Cap Value ETF (DISV) Institutional Ownership

Dimensional International Small Cap Value ETF logo
$40.57 -0.01 (-0.02%)
As of 10:37 AM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
330
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
173
Total
Institutional Outflows
(last 12 months)
$190.32M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026Sax Wealth Advisors LLC147,795$5.83M0.2%+1.4%0.151%
7/9/2026Breakwater Capital Group14,595$586K0.1%+4.7%0.015%
7/8/2026Beaird Harris Wealth Management LLC7,990$321K0.0%+119.8%0.008%
7/8/2026Quantum Financial Advisors LLC482,001$19.34M1.7%+5.4%0.494%
7/8/2026Twin Cities Retirement Group LLC300,631$12.06M10.3%-2.3%0.308%
7/8/2026Shearwater Capital LLC41,969$1.68M0.8%+35.5%0.043%
7/8/2026Apella Capital LLC290,554$11.88M0.2%+4.6%0.298%
7/8/2026 Emprise Bank112,698$4.52M1.7%+1.2%0.115%
7/8/2026 Evanson Financial LLC1,210,764$48.59M2.4%N/A1.241%
7/7/2026 Avior Wealth Management LLC82,906$3.33M0.1%+2.3%0.085%
7/2/2026 Collective Family Office LLC221,000$8.87M1.8%+1.6%0.226%
6/4/2026Fischer Investment Strategies LLC242,563$9.57M5.6%-8.2%0.249%
6/3/2026NewEdge Advisors LLC195,637$7.72M0.0%-6.7%0.200%
5/29/2026Asset Dedication LLC1,221,023$48.16M3.4%-1.4%1.251%
5/28/2026Maripau Wealth Management LLC8,401$331K0.1%N/A0.009%
5/19/2026McIlrath & Eck LLC2,849$112K0.0%-14.3%0.003%
5/19/2026NewEdge Advisors LLC186,525$7.36M0.1%-11.1%0.191%
5/19/2026Bank of America Corp DE2,269,677$89.52M0.0%+115.1%2.325%
5/19/2026Arkadios Wealth Advisors17,025$671K0.0%+34.3%0.017%
5/18/2026EverSource Wealth Advisors LLC37,507$1.48M0.0%-12.2%0.038%
5/18/2026Royal Bank of Canada17,905$707K0.0%-84.2%0.018%
5/16/2026Excelsior Advisor Network LLC14,637$577K0.2%+1.7%0.015%
5/16/2026Quantinno Capital Management LP75,901$2.99M0.0%+40.3%0.078%
5/16/2026Family Manage LLC16,806$663K0.1%N/A0.017%
5/15/2026Cardiff Park Advisors LLC347,176$13.69M1.1%+0.6%0.356%
5/15/2026Quadcap Wealth Management LLC269,558$10.63M1.2%+3.2%0.276%
5/15/2026Waverly Advisors LLC96,371$3.80M0.0%+3.8%0.099%
5/15/2026Broadhurst Jeffrey B6,783$268K0.3%N/A0.007%
5/14/2026Hilltop Holdings Inc.26,884$1.06M0.1%+1.3%0.028%
5/14/2026Sei Investments Co.16,673$658K0.0%+17.2%0.017%
5/14/2026Monograph Wealth Advisors LLC910,138$35.90M3.4%+1.7%0.933%
5/13/2026Sachem Hill LLC209,665$8.27M1.6%-1.4%0.215%
5/13/2026Daner Wealth Management LLC20,143$849K0.4%+9.6%0.021%
5/12/2026Fortis Capital Management LLC13,390$528K0.1%-15.1%0.014%
5/8/2026PNC Financial Services Group Inc.1,347$53K0.0%+81.8%0.001%
5/7/2026Hanover Advisors Inc.15,534$613K0.2%-3.2%0.016%
5/7/2026Earned Wealth Advisors LLC514,631$20.30M1.4%+5.7%0.527%
5/6/2026Sterling Financial Planning Inc.296,369$11.69M3.5%-0.2%0.304%
5/6/2026Aviance Capital Partners LLC100,731$3.97M0.5%+7.5%0.103%
5/6/2026Modera Wealth Management LLC525,429$20.72M0.2%+0.4%0.538%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
5/6/2026Astra Wealth Partners LLC182,274$7.19M4.3%+4.2%0.187%
5/6/2026Assetmark Inc.763$30K0.0%N/A0.001%
5/6/2026Angeles Wealth Management LLC1,041$41K0.0%N/A0.001%
5/5/2026Golden Bell Financial Planning LLC88,704$3.50M2.8%+4.7%0.091%
5/5/2026Financial Harvest LLC500,358$19.73M11.6%+3.6%0.513%
5/5/2026Ferguson Johnson Wealth Management Inc48,500$1.91M1.6%-6.4%0.050%
5/5/2026Signet Financial Management LLC22,122$872K0.1%-2.2%0.023%
5/5/2026Sanctuary Advisors LLC21,618$853K0.0%-4.8%0.022%
5/5/2026Cogent Strategic Wealth LLC52,420$2.07M2.1%-0.7%0.054%
5/5/2026MB Generational Wealth LLC440,843$17.39M9.6%+1.1%0.452%
5/5/2026Nwam LLC43,465$1.71M0.1%-9.8%0.045%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management18,870$744K0.0%+59.8%0.019%
5/4/2026Bedel Financial Consulting Inc.18,146$716K0.1%-2.0%0.019%
5/4/2026Chicago Partners Investment Group LLC178,851$7.35M0.1%+0.5%0.183%
5/4/2026Ruedi Wealth Management Inc.100,898$3.98M1.0%-7.5%0.103%
5/4/2026Vantage Point Financial LLC18,044$712K0.2%+6.8%0.018%
5/4/2026J. Safra Sarasin Holding AG9,000$355K0.0%N/A0.009%
5/2/2026Navigate Wealth Management LLC99,829$4.08M2.9%N/A0.102%
5/2/2026Navigoe LLC126,924$5.01M3.0%+3.7%0.130%
5/2/2026Vestment Financial LLC108,482$4.53M2.3%-0.2%0.111%
5/1/2026Seaside Wealth Management Inc.369,183$14.56M4.1%+1.3%0.378%
5/1/2026Midwest Trust Co47,680$1.88M0.0%+7.2%0.049%
5/1/2026Fifth Third Bancorp2,047$81K0.0%+124.9%0.002%
5/1/2026EQ Wealth Advisors LLC200,572$7.91M4.6%-1.0%0.206%
5/1/2026Sequoia Financial Advisors LLC510,281$20.13M0.1%+2.8%0.523%
4/30/2026Hassell Wealth Management LLC272,197$10.74M3.6%-1.3%0.279%
4/30/2026Kestra Advisory Services LLC73,087$2.88M0.0%+10.7%0.075%
4/30/2026Summit Portfolio Management LTD.69,797$2.75M1.8%N/A0.072%
4/30/2026Austin Asset Management Co Inc16,117$636K0.1%-5.9%0.017%
4/30/2026Efficient Advisors LLC103,718$4.09M0.3%-9.2%0.106%
4/29/2026American Capital Advisory LLC1,654$65K0.0%N/A0.002%
4/29/2026Jackson Thornton Wealth Management LLC945,408$38.93M3.5%-3.4%0.969%
4/29/2026Corus Family Wealth Advisors78,449$3.09M2.5%+8.7%0.080%
4/29/2026Oceanside Advisors LLC33,024$1.30M0.7%-5.0%0.034%
4/29/2026Canvas Wealth Advisors LLC8,640$341K0.1%N/A0.009%
4/28/2026Planning Center Inc.688,458$27.15M2.8%-6.0%0.705%
4/28/2026Abel Hall LLC137,075$5.41M1.2%-0.6%0.140%
4/28/2026HBE Wealth Management LLC29,089$1.15M1.0%+27.7%0.030%
4/27/2026BIP Wealth LLC115,218$4.54M0.2%+13.8%0.118%
4/25/2026Bayshore Asset Management LLC93,654$3.69M1.5%+1.1%0.096%
4/25/2026BetterWealth LLC165,839$6.54M1.3%-0.9%0.170%
4/24/2026Root Financial Partners LLC6,960$275K0.0%+183.3%0.007%
4/24/2026Keb Asset Management LLC426,447$16.82M3.2%+3.7%0.437%
4/24/2026PW Advisors LLC FL44,678$1.76M1.3%-11.4%0.046%
4/24/2026Squire Investment Management Company LLC245,372$9.68M2.7%+13.6%0.251%
4/24/2026Equita Financial Network Inc.459,917$18.14M5.7%-5.0%0.471%
4/24/2026 Harbor Investment Advisory LLC20,748$818K0.1%-1.7%0.021%
4/23/2026Master S Wealth Management Inc.86,589$3.42M1.2%+3.4%0.089%
4/23/2026Forum Financial Management LP5,605,360$221.08M3.1%-3.7%5.743%
4/23/2026Private Wealth Management Group LLC229,074$9.04M2.4%-8.4%0.235%
Iran's New Leader Just Said Something That Should Terrify Every American (Ad)

Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of the world's oil passing through that corridor, crude has already crossed $100 per barrel. History shows gold surged 571% during the 1973 oil crisis and 425% in 1979. Today, the U.S. holds 8,133 tonnes of gold valued on the books at $42.22 per ounce - while gold trades above $5,000. American Alternative Assets has released The Great Gold Reset report detailing what this gap could mean for investors.tc pixel

Claim your free copy of The Great Gold Reset report today
4/23/2026Avant Financial Advisors LLC132,700$5.23M3.7%-0.6%0.136%
4/23/2026Guardian Wealth Management LLC306,061$12.19M3.7%-6.4%0.314%
4/23/2026McLean Asset Management Corp98,529$3.89M0.7%+18.9%0.101%
4/23/2026TRU Independence Asset Management 2 LLC34,158$1.35M0.8%-1.9%0.035%
4/23/2026Clarity Wealth Development LLC151,141$5.96M4.9%+3.5%0.155%
4/22/2026Lam Group Inc.177,950$7.02M3.9%-2.0%0.182%
4/22/2026Vannoy Advisory Group Inc.79,534$3.14M2.0%-3.1%0.081%
4/22/2026Janney Montgomery Scott LLC89,804$3.54M0.0%+27.8%0.092%
4/22/2026Foundry Financial LLC137,721$5.43M2.3%+17.4%0.141%
4/21/2026RCS Financial Planning LLC24,229$956K0.5%-5.9%0.025%


DISV Institutional Ownership - Frequently Asked Questions

During the previous two years, 431 institutional investors and hedge funds held shares of Dimensional International Small Cap Value ETF. The most heavily invested institutionals were Focus Partners Wealth ($523.68M), Merriman Wealth Management LLC ($225.64M), Mather Group LLC. ($223.14M), Forum Financial Management LP ($221.08M), Focus Partners Advisor Solutions LLC ($99.72M), Ritholtz Wealth Management ($89.98M), and Bank of America Corp DE ($89.52M).Learn more on Dimensional International Small Cap Value ETF's institutional investors.

Of the 400 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 ($10.94M), Mather Group LLC. ($5.87M), Corient Private Wealth LLC ($1.57M), Bank of America Corp DE ($1.41M), Jane Street Group LLC ($1.30M), Focus Partners Advisor Solutions LLC ($1.23M), and Evanson Financial LLC ($1.21M).

Institutional investors have bought a total of 28,432,984 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

Of the 173 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 ($787K), Forum Financial Management LP ($553.78K), Henrickson Nauta Wealth Advisors Inc. ($413.72K), Vestmark Advisory Solutions Inc. ($391.66K), Focus Partners Advisor Solutions LLC ($252.04K), Yeomans Consulting Group Inc. ($178.82K), and Planning Center Inc. ($174.33K).

Institutional investors have sold a total of 5,256,862 shares in the last 24 months. This volume of shares sold represents approximately $190.32M in transactions.


Related Companies

This page (BATS:DISV) was last updated on 7/9/2026 by MarketBeat.com Staff.
From Our Partners
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel