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Dimensional International Small Cap Value ETF (DISV) Institutional Ownership

Dimensional International Small Cap Value ETF logo
$41.15 +0.41 (+1.01%)
As of 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)
327
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
177
Total
Institutional Outflows
(last 12 months)
$201.67M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/5/2026 Cogent Strategic Wealth LLC52,420$2.07M2.1%-0.7%0.054%
5/5/2026 MB Generational Wealth LLC440,843$17.39M9.6%+1.1%0.452%
5/5/2026 Nwam LLC43,465$1.71M0.1%-9.8%0.045%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management18,870$744K0.0%+59.8%0.019%
5/4/2026 Bedel Financial Consulting Inc.18,146$716K0.1%-2.0%0.019%
5/4/2026 Chicago Partners Investment Group LLC178,851$7.35M0.1%+0.5%0.183%
5/4/2026 Ruedi Wealth Management Inc.100,898$3.98M1.0%-7.5%0.103%
5/4/2026 Vantage Point Financial LLC18,044$712K0.2%+6.8%0.018%
5/4/2026 J. Safra Sarasin Holding AG9,000$355K0.0%N/A0.009%
5/2/2026 Navigate Wealth Management LLC99,829$4.08M2.9%N/A0.102%
5/2/2026 Navigoe LLC126,924$5.01M3.0%+3.7%0.130%
5/2/2026 Vestment Financial LLC108,482$4.53M2.3%-0.2%0.111%
5/1/2026 Seaside Wealth Management Inc.369,183$14.56M4.1%+1.3%0.378%
5/1/2026 Midwest Trust Co47,680$1.88M0.0%+7.2%0.049%
5/1/2026 Fifth Third Bancorp2,047$81K0.0%+124.9%0.002%
5/1/2026 EQ Wealth Advisors LLC200,572$7.91M4.6%-1.0%0.206%
5/1/2026 Sequoia Financial Advisors LLC510,281$20.13M0.1%+2.8%0.523%
4/30/2026 Hassell Wealth Management LLC272,197$10.74M3.6%-1.3%0.279%
4/30/2026 Kestra Advisory Services LLC73,087$2.88M0.0%+10.7%0.075%
4/30/2026 Summit Portfolio Management LTD.69,797$2.75M1.8%N/A0.072%
4/30/2026 Austin Asset Management Co Inc16,117$636K0.1%-5.9%0.017%
4/30/2026 Efficient Advisors LLC103,718$4.09M0.3%-9.2%0.106%
4/29/2026 American Capital Advisory LLC1,654$65K0.0%N/A0.002%
4/29/2026 Jackson Thornton Wealth Management LLC945,408$38.93M3.5%-3.4%0.969%
4/29/2026 Corus Family Wealth Advisors78,449$3.09M2.5%+8.7%0.080%
4/29/2026 Oceanside Advisors LLC33,024$1.30M0.7%-5.0%0.034%
4/29/2026 Canvas Wealth Advisors LLC8,640$341K0.1%N/A0.009%
4/28/2026 Planning Center Inc.688,458$27.15M2.8%-6.0%0.705%
4/28/2026 Abel Hall LLC137,075$5.41M1.2%-0.6%0.140%
4/28/2026 HBE Wealth Management LLC29,089$1.15M1.0%+27.7%0.030%
4/27/2026 BIP Wealth LLC115,218$4.54M0.2%+13.8%0.118%
4/25/2026 Bayshore Asset Management LLC93,654$3.69M1.5%+1.1%0.096%
4/25/2026 BetterWealth LLC165,839$6.54M1.3%-0.9%0.170%
4/24/2026 Root Financial Partners LLC6,960$275K0.0%+183.3%0.007%
4/24/2026 Keb Asset Management LLC426,447$16.82M3.2%+3.7%0.437%
4/24/2026 PW Advisors LLC FL44,678$1.76M1.3%-11.4%0.046%
4/24/2026 Squire Investment Management Company LLC245,372$9.68M2.7%+13.6%0.251%
4/24/2026 Equita 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%
4/23/2026 Master S Wealth Management Inc.86,589$3.42M1.2%+3.4%0.089%
4/23/2026 Forum Financial Management LP5,605,360$221.08M3.1%-3.7%5.743%
4/23/2026 Private Wealth Management Group LLC229,074$9.04M2.4%-8.4%0.235%
4/23/2026 Avant Financial Advisors LLC132,700$5.23M3.7%-0.6%0.136%
4/23/2026 Guardian Wealth Management LLC306,061$12.19M3.7%-6.4%0.314%
4/23/2026 McLean Asset Management Corp98,529$3.89M0.7%+18.9%0.101%
4/23/2026 TRU Independence Asset Management 2 LLC34,158$1.35M0.8%-1.9%0.035%
4/23/2026 Clarity Wealth Development LLC151,141$5.96M4.9%+3.5%0.155%
4/22/2026 Lam Group Inc.177,950$7.02M3.9%-2.0%0.182%
4/22/2026 Vannoy Advisory Group Inc.79,534$3.14M2.0%-3.1%0.081%
4/22/2026 Janney Montgomery Scott LLC89,804$3.54M0.0%+27.8%0.092%
4/22/2026 Foundry Financial LLC137,721$5.43M2.3%+17.4%0.141%
4/21/2026 RCS Financial Planning LLC24,229$956K0.5%-5.9%0.025%
4/21/2026 Pacific Sage Partners LLC251,179$9.91M1.6%-0.3%0.257%
4/21/2026 Financial Architects LLC243,890$9.62M5.1%-1.5%0.250%
4/21/2026 AA Financial Advisors LLC59,996$2.37M0.3%N/A0.061%
4/21/2026 Peirce Capital Management LLC45,579$1.80M0.7%-3.1%0.047%
4/20/2026 Longview Financial Advisors Inc.41,814$1.65M1.0%+0.8%0.043%
4/20/2026 Kestra Private Wealth Services LLC9,893$390K0.0%N/A0.010%
4/20/2026 Higgins & Schmidt Wealth Strategies LLC9,942$392K0.2%N/A0.010%
4/20/2026 25 LLC194,135$7.66M2.4%+5.6%0.199%
4/20/2026 Ritholtz Wealth Management2,281,524$89.98M1.6%+5.8%2.338%
4/20/2026 Breakwater Capital Group13,942$550K0.1%+10.2%0.014%
4/20/2026 Global Financial Private Client LLC7,918$312K0.1%N/A0.008%
4/20/2026 Factor Wealth Management LTD36,409$1.44M0.3%+20.3%0.037%
4/20/2026 Dopkins Wealth Management LLC56,679$2.24M0.9%-4.9%0.058%
4/20/2026 Blue Trust Inc.67,454$2.66M0.0%+11.1%0.069%
4/20/2026 Apella Capital LLC277,762$11.65M0.2%+5,025.7%0.285%
4/20/2026 Riverchase Wealth Management LLC14,731$581K0.3%+4.9%0.015%
4/18/2026 Nautilus Advisors LLC34,004$1.34M0.9%+7.1%0.035%
4/18/2026 Faithward Advisors LLC28,647$1.13M0.2%+41.1%0.029%
4/17/2026 Krilogy Financial LLC328,704$13.67M0.4%+1.2%0.337%
4/17/2026 AdvisorNet Financial Inc2,431$96K0.0%+36.9%0.002%
4/17/2026 Baker Ellis Asset Management LLC540,343$21.31M2.5%+2.9%0.554%
4/17/2026 Kaufman Rossin Wealth LLC100,903$3.98M2.3%-11.9%0.103%
4/17/2026 Brookstone Capital Management15,897$627K0.0%+55.5%0.016%
4/16/2026 Henrickson Nauta Wealth Advisors Inc.453,448$17.88M5.0%-47.7%0.465%
4/16/2026 JDH Wealth Management LLC117,458$4.63M3.1%-6.2%0.120%
4/16/2026 Triad Wealth Partners LLC11,157$440K0.0%+18.3%0.011%
3/17/2026Rockefeller Capital Management L.P.209,545$7.96M0.0%+20,244.2%0.215%
3/12/2026Nalls Sherbakoff Group LLC46,989$1.79M1.3%N/A0.048%
3/9/2026Corient Private Wealth LLC1,086,838$41.30M0.0%+218.6%1.114%
3/4/2026 Pure Financial Advisors LLC132,482$5.03M0.1%+0.7%0.136%
3/4/2026Rehmann Capital Advisory Group26,111$992K0.1%-3.2%0.027%
3/4/2026SHP Wealth Management1,362$52K0.0%N/A0.001%
3/3/2026 Koenig Investment Advisory LLC46,667$1.77M1.4%N/A0.048%
3/2/2026 Cogent Strategic Wealth LLC52,787$2.15M2.3%N/A0.054%
2/27/2026 Financially in Tune LLC61,405$2.33M2.2%N/A0.063%
2/27/2026 Strategic Investment Solutions Inc. IL40,639$1.54M0.4%-1.7%0.042%
2/26/2026 BDFS Capital LLC24,940$948K0.5%N/A0.026%
2/24/2026 TRU Independence Asset Management 2 LLC34,816$1.32M0.8%-14.6%0.036%
2/20/2026SB Capital Management Inc246,850$9.38M3.4%N/A0.253%
2/19/2026 Axxcess Wealth Management LLC13,852$526K0.0%-6.8%0.014%
2/19/2026Corient Private Wealth LLC1,086,838$41.30M0.0%+218.6%1.114%
2/18/2026Mercer Global Advisors Inc. ADV246,073$9.35M0.0%-10.7%0.252%
2/18/2026Beacon Pointe Advisors LLC386,748$14.70M0.1%+7.5%0.396%


DISV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DISV shares?

During the previous two years, 425 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 Cerity Partners LLC ($48.46M).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 395 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), Jane Street Group LLC ($1.30M), Focus Partners Advisor Solutions LLC ($1.23M), Ritholtz Wealth Management ($987.87K), and LRI Investments LLC ($936.47K).

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

Institutional investors have bought a total of 38,331,841 shares in the last 24 months. This purchase volume represents approximately $1.28B in transactions.

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

Of the 176 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), Greenline Partners LLC ($221.22K), and Yeomans Consulting Group Inc. ($178.82K).

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

Institutional investors have sold a total of 5,710,331 shares in the last 24 months. This volume of shares sold represents approximately $201.67M in transactions.


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This page (BATS:DISV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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