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Dimensional International Small Cap Value ETF (DISV) Institutional Ownership

Dimensional International Small Cap Value ETF logo
$42.56 +1.02 (+2.46%)
As of 04:00 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)
307
Total
Institutional Inflows
(last 12 months)
$767.70M
Number of
Institutional Sellers
(last 12 months)
169
Total
Institutional Outflows
(last 12 months)
$147.85M
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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
7/10/2026 DiNuzzo Private Wealth Inc.641,920$25.76M2.5%-0.7%0.658%
7/10/2026 Peirce Capital Management LLC41,320$1.66M0.6%-9.3%0.042%
7/10/2026 Canvas Wealth Advisors LLC12,279$493K0.1%+42.1%0.013%
7/10/2026 William Mack & Associates Inc.588,902$23.63M8.3%+58.0%0.603%
7/10/2026 Lam Group Inc.177,585$7.13M3.5%-0.2%0.182%
7/10/2026 Prosperity Planning Inc.36,089$1.45M0.3%-10.6%0.037%
7/10/2026 ShankerValleau Wealth Advisors Inc.132,189$5.31M1.4%+2.6%0.135%
7/9/2026 Sax Wealth Advisors LLC147,795$5.83M0.2%+1.4%0.151%
7/9/2026 Breakwater Capital Group14,595$586K0.1%+4.7%0.015%
7/8/2026 Beaird Harris Wealth Management LLC7,990$321K0.0%+119.8%0.008%
7/8/2026 Quantum Financial Advisors LLC482,001$19.34M1.7%+5.4%0.494%
7/8/2026 Twin Cities Retirement Group LLC300,631$12.06M10.3%-2.3%0.308%
7/8/2026 Shearwater Capital LLC41,969$1.68M0.8%+35.5%0.043%
7/8/2026 Apella 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%
6/4/2026 Fischer 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%
5/18/2026 EverSource 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%
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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%
5/6/2026Astra Wealth Partners LLC182,274$7.19M4.3%+4.2%0.187%
5/6/2026Assetmark Inc.763$30K0.0%N/A0.001%
5/6/2026 Angeles 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%
5/5/2026 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%
5/4/2026Bedel 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%
5/2/2026 Navigate Wealth Management LLC99,829$4.08M2.9%N/A0.102%
5/2/2026Navigoe LLC126,924$5.01M3.0%+3.7%0.130%
5/2/2026 Vestment Financial LLC108,482$4.53M2.3%-0.2%0.111%
5/1/2026Seaside 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%
5/1/2026 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%
4/30/2026Summit 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%
4/29/2026 American 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%
4/29/2026 Oceanside Advisors LLC33,024$1.30M0.7%-5.0%0.034%
4/29/2026 Canvas Wealth Advisors LLC8,640$341K0.1%N/A0.009%
4/28/2026Planning 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%
4/27/2026BIP 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%
4/24/2026Root 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%
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4/24/2026PW 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%
4/24/2026Equita 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%
4/23/2026 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%
4/23/2026McLean Asset Management Corp98,529$3.89M0.7%+18.9%0.101%


DISV Institutional Ownership - Frequently Asked Questions

During the previous two years, 428 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 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), 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 20,724,708 shares in the last 24 months. This purchase volume represents approximately $767.70M in transactions.

Of the 168 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: Henrickson Nauta Wealth Advisors Inc. ($413.72K), Vestmark Advisory Solutions Inc. ($391.66K), Forum Financial Management LP ($303.39K), Focus Partners Advisor Solutions LLC ($252.04K), Yeomans Consulting Group Inc. ($178.82K), Planning Center Inc. ($174.33K), and NewEdge Advisors LLC ($123.89K).

Institutional investors have sold a total of 3,959,973 shares in the last 24 months. This volume of shares sold represents approximately $147.85M in transactions.


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This page (BATS:DISV) was last updated on 7/30/2026 by MarketBeat.com Staff.
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