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Dimensional International Small Cap Value ETF (DISV) Institutional Ownership

Dimensional International Small Cap Value ETF logo
$42.68 +0.09 (+0.21%)
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)
328
Total
Institutional Inflows
(last 12 months)
$975.44M
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$189.35M
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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
5/29/2026Asset Dedication LLC1,221,023$48.16M3.4%-1.4%1.251%
5/28/2026 Maripau Wealth Management LLC8,401$331K0.1%N/A0.009%
5/19/2026 McIlrath & Eck LLC2,849$112K0.0%-14.3%0.003%
5/19/2026 NewEdge Advisors LLC186,525$7.36M0.1%-11.1%0.191%
5/19/2026 Bank of America Corp DE2,269,677$89.52M0.0%+115.1%2.325%
5/19/2026 Arkadios Wealth Advisors17,025$671K0.0%+34.3%0.017%
5/18/2026 EverSource Wealth Advisors LLC37,507$1.48M0.0%-12.2%0.038%
5/18/2026 Royal Bank of Canada17,905$707K0.0%-84.2%0.018%
5/16/2026 Excelsior Advisor Network LLC14,637$577K0.2%+1.7%0.015%
5/16/2026 Quantinno Capital Management LP75,901$2.99M0.0%+40.3%0.078%
5/16/2026 Family Manage LLC16,806$663K0.1%N/A0.017%
5/15/2026 Cardiff Park Advisors LLC347,176$13.69M1.1%+0.6%0.356%
5/15/2026 Quadcap Wealth Management LLC269,558$10.63M1.2%+3.2%0.276%
5/15/2026 Waverly Advisors LLC96,371$3.80M0.0%+3.8%0.099%
5/15/2026 Broadhurst Jeffrey B6,783$268K0.3%N/A0.007%
5/14/2026 Hilltop Holdings Inc.26,884$1.06M0.1%+1.3%0.028%
5/14/2026 Sei Investments Co.16,673$658K0.0%+17.2%0.017%
5/14/2026 Monograph Wealth Advisors LLC910,138$35.90M3.4%+1.7%0.933%
5/13/2026 Sachem Hill LLC209,665$8.27M1.6%-1.4%0.215%
5/13/2026 Daner Wealth Management LLC20,143$849K0.4%+9.6%0.021%
5/12/2026 Fortis Capital Management LLC13,390$528K0.1%-15.1%0.014%
5/8/2026 PNC Financial Services Group Inc.1,347$53K0.0%+81.8%0.001%
5/7/2026 Hanover Advisors Inc.15,534$613K0.2%-3.2%0.016%
5/7/2026 Earned Wealth Advisors LLC514,631$20.30M1.4%+5.7%0.527%
5/6/2026 Sterling Financial Planning Inc.296,369$11.69M3.5%-0.2%0.304%
5/6/2026 Aviance Capital Partners LLC100,731$3.97M0.5%+7.5%0.103%
5/6/2026 Modera Wealth Management LLC525,429$20.72M0.2%+0.4%0.538%
5/6/2026 Astra Wealth Partners LLC182,274$7.19M4.3%+4.2%0.187%
5/6/2026 Assetmark Inc.763$30K0.0%N/A0.001%
5/6/2026 Angeles Wealth Management LLC1,041$41K0.0%N/A0.001%
5/5/2026 Golden Bell Financial Planning LLC88,704$3.50M2.8%+4.7%0.091%
5/5/2026 Financial Harvest LLC500,358$19.73M11.6%+3.6%0.513%
5/5/2026 Ferguson Johnson Wealth Management Inc48,500$1.91M1.6%-6.4%0.050%
5/5/2026 Signet Financial Management LLC22,122$872K0.1%-2.2%0.023%
5/5/2026 Sanctuary 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%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
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%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
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%


DISV Institutional Ownership - Frequently Asked Questions

During the previous two years, 430 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 399 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 Ritholtz Wealth Management ($987.87K).

Institutional investors have bought a total of 27,389,766 shares in the last 24 months. This purchase volume represents approximately $975.44M in transactions.

Of the 172 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 5,235,982 shares in the last 24 months. This volume of shares sold represents approximately $189.35M in transactions.


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This page (BATS:DISV) was last updated on 5/29/2026 by MarketBeat.com Staff.
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