Foundation Wealth Management LLC PA lifted its holdings in shares of Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 21.9% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 139,457 shares of the company’s stock after acquiring an additional 25,062 shares during the period. Dimensional International Small Cap Value ETF accounts for approximately 1.9% of Foundation Wealth Management LLC PA’s investment portfolio, making the stock its 14th biggest holding. Foundation Wealth Management LLC PA owned approximately 0.14% of Dimensional International Small Cap Value ETF worth $5,299,000 as of its most recent SEC filing.
Other institutional investors have also recently added to or reduced their stakes in the company. Great Point Wealth Advisors LLC acquired a new stake in Dimensional International Small Cap Value ETF during the third quarter worth approximately $502,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors boosted its holdings in shares of Dimensional International Small Cap Value ETF by 72.9% in the 3rd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 31,844 shares of the company’s stock valued at $1,137,000 after buying an additional 13,431 shares in the last quarter. Cerity Partners LLC boosted its holdings in shares of Dimensional International Small Cap Value ETF by 16.2% in the 3rd quarter. Cerity Partners LLC now owns 1,201,683 shares of the company’s stock valued at $42,888,000 after buying an additional 167,887 shares in the last quarter. EQ Wealth Advisors LLC grew its position in shares of Dimensional International Small Cap Value ETF by 6.8% in the 3rd quarter. EQ Wealth Advisors LLC now owns 213,492 shares of the company’s stock valued at $7,620,000 after buying an additional 13,547 shares during the last quarter. Finally, Ocean Park Asset Management LLC grew its position in shares of Dimensional International Small Cap Value ETF by 1,314.6% in the 3rd quarter. Ocean Park Asset Management LLC now owns 356,474 shares of the company’s stock valued at $12,723,000 after buying an additional 331,274 shares during the last quarter.
Dimensional International Small Cap Value ETF Price Performance
Shares of BATS:DISV opened at $38.24 on Tuesday. Dimensional International Small Cap Value ETF has a 12 month low of $25.48 and a 12 month high of $43.39. The firm has a market capitalization of $3.73 billion, a P/E ratio of 11.58 and a beta of 0.78. The company’s fifty day moving average price is $40.85 and its 200 day moving average price is $38.07.
Dimensional International Small Cap Value ETF Profile
The Dimensional International Small Cap Value ETF (DISV) is an exchange-traded fund that mostly invests in small-cap stocks. The fund actively invests in a broad and diverse portfolio of small-cap companies in developed markets, excluding the US. Stock selection is based on value characteristics and weighted by market capitalization. DISV was launched on Mar 23, 2022 and is managed by Dimensional.
See Also
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