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Dimensional International Small Cap Value ETF (DISV) Institutional Ownership

Dimensional International Small Cap Value ETF logo
$42.91 +0.26 (+0.61%)
Closing price 10/2/2026 04:10 PM Eastern
Extended Trading
$42.94 +0.03 (+0.07%)
As of 10/2/2026 07:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
303
Total
Institutional Inflows
(last 12 months)
$798.57M
Number of
Institutional Sellers
(last 12 months)
151
Total
Institutional Outflows
(last 12 months)
$141.55M
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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
10/2/2026 Versant Capital Management Inc5,090$220K0.0%N/A0.005%
9/23/2026Envestnet Asset Management Inc.1,002,619$40.71M0.0%+10.6%1.027%
9/21/2026Premier Financial Group739,178$29.66M6.5%+0.2%0.757%
9/15/2026Cherry Tree Wealth Management LLC17,972$722K0.1%+6.8%0.018%
9/9/2026Tortoise Investment Management LLC239,340$10.11M0.8%+514.6%0.245%
9/9/2026Sequoia Financial Advisors LLC595,266$24.04M0.1%+16.7%0.610%
9/9/2026Gemmer Asset Management LLC6,822$291K0.0%N/A0.007%
9/9/2026Capital Analysts LLC657$26K0.0%N/A0.001%
9/9/2026Integrated Wealth Concepts LLC916,205$36.94M0.2%+31.3%0.939%
9/9/2026NewEdge Advisors LLC276,733$11.33M0.0%+41.5%0.284%
9/9/2026IFP Advisors Inc3,493$141K0.0%-17.3%0.004%
9/9/2026Baird Financial Group Inc.292,105$12.02M0.0%N/A0.299%
9/9/2026XY Planning Network Inc.71,277$2.88M0.4%+12.1%0.073%
9/8/2026Mraz Amerine & Associates Inc.77,622$3.14M0.4%+13.2%0.080%
9/8/2026Allworth Financial LP70,590$2.93M0.0%-40.6%0.072%
9/8/2026Waverly Advisors LLC271,829$11.36M0.1%+182.1%0.279%
9/2/2026Citadel Advisors LLC205,553$8.38M0.0%+239.0%0.211%
8/27/2026Corient Private Wealth LP1,122,891$45.33M0.1%+6.1%1.151%
8/26/2026Principia Wealth Advisory LLC2,140$91K0.0%+13.8%0.002%
8/23/2026Studio Investment Management LLC21,289$854K0.1%+57.4%0.022%
8/23/2026Henrickson Nauta Wealth Advisors Inc.468,855$18.82M4.6%+3.4%0.480%
8/23/2026Andrews Lucia Wealth Management LLC71,731$2.88M1.5%+2.4%0.073%
8/23/2026Bayshore Asset Management LLC98,433$3.95M1.3%+5.1%0.101%
8/23/2026Beaird Harris Wealth Management LLC8,635$348K0.0%+137.6%0.009%
8/23/2026Angeles Wealth Management LLC1,973$82K0.0%+89.5%0.002%
8/20/2026Nwam LLC874,931$37.35M1.9%+1,913.0%0.896%
8/20/2026Renasant Bank25,633$1.14M0.7%N/A0.026%
8/20/2026JNBA Financial Advisors91,321$3.69M0.2%N/A0.094%
8/20/2026BTG Pactual Asset Management US LLC15,924$639K0.0%N/A0.016%
8/20/2026M Holdings Securities Inc.1,017,488$40.83M5.4%+864.7%1.043%
7/10/2026DiNuzzo Private Wealth Inc.641,920$25.76M2.5%-0.7%0.658%
7/10/2026Peirce Capital Management LLC41,320$1.66M0.6%-9.3%0.042%
7/10/2026Canvas Wealth Advisors LLC12,279$493K0.1%+42.1%0.013%
7/10/2026William Mack & Associates Inc.588,902$23.63M8.3%+58.0%0.603%
7/10/2026Lam Group Inc.177,585$7.13M3.5%-0.2%0.182%
7/10/2026Prosperity Planning Inc.36,089$1.45M0.3%-10.6%0.037%
7/10/2026ShankerValleau Wealth Advisors Inc.132,189$5.31M1.4%+2.6%0.135%
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%
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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%
7/8/2026Emprise Bank112,698$4.52M1.7%+1.2%0.115%
7/8/2026Evanson Financial LLC1,210,764$48.59M2.4%N/A1.241%
7/7/2026Avior Wealth Management LLC82,906$3.33M0.1%+2.3%0.085%
7/2/2026Collective 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%
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%
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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%


DISV Institutional Ownership - Frequently Asked Questions

During the previous two years, 435 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), Mather Group LLC. ($223.14M), Forum Financial Management LP ($221.08M), Focus Partners Advisor Solutions LLC ($99.72M), Ritholtz Wealth Management ($89.98M), Bank of America Corp DE ($89.52M), and Evanson Financial LLC ($48.59M).Learn more on Dimensional International Small Cap Value ETF's institutional investors.

Of the 402 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 20,929,871 shares in the last 24 months. This purchase volume represents approximately $798.57M in transactions.

Of the 151 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. ($141.53K), and NewEdge Advisors LLC ($118.67K).

Institutional investors have sold a total of 3,756,926 shares in the last 24 months. This volume of shares sold represents approximately $141.55M in transactions.


Related Companies

Institutional ownership data for BATS:DISV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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