Who owns Dimensional International Small Cap Value ETF?
- Ticker: DISV
- CUSIP Number: 25434v781
Tip: Access positions for across all investors
Analyze quarterly positions in Dimensional International Small Cap Value ETF with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Dimensional International Small Cap Value ETF this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Merriman Wealth Management | 8.6M | $250M | 2% | Sep 2024 |
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Forum Financial Management | 6.2M | $181M | 3% | Sep 2024 |
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Colony | 3.6M | $105M | 31372% | Sep 2024 |
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Buckingham Asset Management | 3.1M | $85M | 13% | Jun 2024 |
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Buckingham Strategic Partners | 1.6M | $48M | 19% | Sep 2024 |
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Comprehensive Portfolio Management | 1.4M | $39M | 4% | Sep 2024 |
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HighTower Advisors | 1.2M | $32M | 5% | Jun 2024 |
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Jane Street | 1.1M | $33M | 41% | Sep 2024 |
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Asset Dedication | 1.1M | $33M | 3% | Sep 2024 |
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CI Private Wealth | 1.1M | $31M | 3% | Sep 2024 |
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Evanson Asset Management | 960k | $28M | 4% | Sep 2024 |
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Jackson Thornton Asset Management | 876k | $25M | 23% | Sep 2024 |
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Abacus Wealth Partners | 858k | $25M | 9% | Sep 2024 |
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Planning Center | 818k | $24M | 1% | Sep 2024 |
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HPM Partners | 772k | $22M | 11% | Sep 2024 |
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DiNuzzo Private Wealth | 754k | $22M | -1% | Sep 2024 |
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Savant Capital Management | 728k | $21M | 5% | Sep 2024 |
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Monograph Wealth Advisors | 725k | $20M | 3% | Jun 2024 |
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Wealth Enhancement Advisory Services | 653k | $18M | 1% | Jun 2024 |
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Creative Planning | 627k | $18M | 0% | Sep 2024 |
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Kovitz Investment Group Partners | 622k | $18M | 100% | Sep 2024 |
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Integris Wealth Management | 549k | $16M | 2% | Sep 2024 |
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Miramar Fiduciary Corp | 507k | $15M | 0% | Sep 2024 |
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LRI Investments | 478k | $13M | 3% | Sep 2024 |
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Quantum Financial Advisors | 472k | $14M | 15% | Sep 2024 |
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Burns Wealth Management | 465k | $14M | 15% | Sep 2024 |
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MB Generational Wealth | 460k | $13M | 0% | Sep 2024 |
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Shakespeare Wealth Management | 431k | $13M | 100% | Sep 2024 |
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Index Fund Advisors | 425k | $12M | 18% | Sep 2024 |
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Callan Capital | 413k | $12M | -1% | Sep 2024 |
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Equita Financial Network | 404k | $12M | 12% | Sep 2024 |
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Keb Asset Management | 397k | $12M | 12% | Sep 2024 |
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Envestnet Asset Management | 387k | $11M | 7% | Sep 2024 |
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Rather & Kittrell | 384k | $11M | 9% | Sep 2024 |
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Northern Trust | 382k | $11M | 383% | Sep 2024 |
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Private Wealth Management Group | 363k | $11M | -19% | Sep 2024 |
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Hill Investment Group Partners | 355k | $9.9M | -9% | Jun 2024 |
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BKD Wealth Advisors | 354k | $9.5M | -2% | Jun 2024 |
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Great Oak Capital Partners | 351k | $10M | 22% | Sep 2024 |
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Bank of America Corporation | 343k | $10M | 11% | Sep 2024 |
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Baker Ellis Asset Management | 341k | $9.9M | 1% | Sep 2024 |
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Mercer Global Advisors | 333k | $9.0M | -6% | Jun 2024 |
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Seaside Wealth Management | 329k | $9.5M | 8% | Sep 2024 |
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Beacon Pointe Advisors | 317k | $9.2M | 2% | Sep 2024 |
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Sensible Money | 308k | $9.0M | 2% | Sep 2024 |
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Vestmark Advisory Solutions | 305k | $8.2M | 1% | Jun 2024 |
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Physician Wealth Solutions | 287k | $7.9M | 19% | Sep 2024 |
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Keyes, Stange & Wooten Wealth Management | 281k | $8.2M | 1% | Sep 2024 |
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Krilogy Financial | 279k | $8.1M | 2% | Sep 2024 |
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Hassell Wealth Management | 273k | $7.5M | 10% | Sep 2024 |
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Yardley Wealth Management | 262k | $7.6M | 100% | Sep 2024 |
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Pathstone Holdings | 257k | $7.5M | -1% | Sep 2024 |
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Pacific Sage Partners | 252k | $7.3M | 6% | Sep 2024 |
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Quadcap Wealth Management | 251k | $7.3M | 82% | Sep 2024 |
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Dravo Bay | 249k | $7.2M | 100% | Sep 2024 |
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Sterling Financial Planning | 248k | $7.2M | 13% | Sep 2024 |
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Schoolcraft Capital | 245k | $7.1M | 3% | Sep 2024 |
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Financial Architects | 241k | $7.0M | 0% | Sep 2024 |
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Shotwell Rutter Baer | 229k | $6.6M | 3% | Sep 2024 |
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Goss Wealth Management | 226k | $6.1M | 2% | Jun 2024 |
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Cardiff Park Advisors | 226k | $6.1M | 1% | Jun 2024 |
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von Borstel & Associates | 213k | $6.2M | 100% | Sep 2024 |
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Chicago Partners Investment | 210k | $5.8M | 0% | Sep 2024 |
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Henrickson Nauta Wealth Advisors | 204k | $5.9M | 4% | Sep 2024 |
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Del-Sette Capital Management | 195k | $5.7M | -13% | Sep 2024 |
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Meritas Wealth Management | 189k | $5.5M | 18% | Sep 2024 |
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Collective Family Office | 187k | $5.4M | 20% | Sep 2024 |
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BetterWealth | 184k | $5.3M | 1% | Sep 2024 |
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Liberty Wealth Management | 183k | $5.3M | -39% | Sep 2024 |
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Lam Group | 175k | $5.1M | 0% | Sep 2024 |
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Financial Symmetry | 169k | $4.9M | 4% | Sep 2024 |
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PBMares Wealth Management | 164k | $4.8M | 45% | Sep 2024 |
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Old Mission Capital | 162k | $4.4M | -21% | Jun 2024 |
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Sequoia Financial Advisors | 159k | $4.6M | 13% | Sep 2024 |
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BWM Planning | 152k | $4.4M | 100% | Sep 2024 |
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Financial Engines Advisors L.L.C | 152k | $4.4M | -35% | Sep 2024 |
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Retirement Solution | 151k | $4.4M | -1% | Sep 2024 |
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Tru Independence Asset Management 2 | 143k | $4.2M | 100% | Sep 2024 |
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Raymond James Financial Services Advisors | 142k | $4.1M | 8% | Sep 2024 |
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Claris Advisors, Llc / Mo / | 141k | $4.1M | 17% | Sep 2024 |
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Jpmorgan Chase & Co | 134k | $3.9M | -6% | Sep 2024 |
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Abel Hall | 134k | $3.9M | 2% | Sep 2024 |
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Yeomans Consulting Group | 132k | $3.8M | 0% | Sep 2024 |
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Commonwealth Equity Services | 124k | $3.6M | 0% | Sep 2024 |
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Squire Investment Management Company | 122k | $3.5M | 23% | Sep 2024 |
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Stifel Financial | 122k | $3.3M | 0% | Jun 2024 |
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Park Avenue Securities | 122k | $3.5M | 14% | Sep 2024 |
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Ruedi Wealth Management | 115k | $3.3M | 9% | Sep 2024 |
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Mills Wealth Advisors | 113k | $3.3M | 5% | Sep 2024 |
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Lantz Financial | 112k | $3.3M | 100% | Sep 2024 |
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Putnam Fl Investment Management | 112k | $3.2M | -51% | Sep 2024 |
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Northwest Wealth Management | 111k | $3.2M | 14% | Sep 2024 |
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Tillman Hartley | 108k | $3.1M | 2% | Sep 2024 |
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ShankerValleau Wealth Advisors | 107k | $3.1M | 9% | Sep 2024 |
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Delap Wealth Advisory | 96k | $2.8M | -57% | Sep 2024 |
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Mariner Wealth Advisors | 93k | $2.7M | 0% | Sep 2024 |
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Quarry Hill Advisors | 90k | $2.6M | 2% | Sep 2024 |
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Vannoy Advisory Group | 89k | $2.6M | -1% | Sep 2024 |
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Spire Wealth Management | 86k | $2.5M | -9% | Sep 2024 |
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Gradient Capital Advisors | 83k | $2.4M | 12% | Sep 2024 |
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Aviance Capital Partners | 81k | $2.4M | 11% | Sep 2024 |
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Efficient Advisors | 80k | $2.3M | 17% | Sep 2024 |
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Glass Jacobson Investment Advisors | 79k | $2.3M | 5% | Sep 2024 |
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SRS Capital Advisors | 78k | $2.3M | 1% | Sep 2024 |
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Modera Wealth Management | 75k | $2.2M | -3% | Sep 2024 |
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AQR Capital Management | 74k | $2.1M | 100% | Sep 2024 |
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Mattern Wealth Management | 74k | $2.1M | 59% | Sep 2024 |
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Fischer Investment Strategies | 73k | $2.1M | 3% | Sep 2024 |
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Grunden Financial Advisory | 69k | $2.0M | 1% | Sep 2024 |
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LPL Financial | 69k | $2.0M | 6% | Sep 2024 |
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Mraz, Amerine & Associates | 69k | $2.0M | 0% | Sep 2024 |
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Hilltop Holdings | 68k | $2.0M | 1% | Sep 2024 |
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Hanson McClain Advisors | 68k | $2.0M | -3% | Sep 2024 |
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Andrews, Lucia Wealth Management | 68k | $1.8M | 2% | Sep 2024 |
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Sterling Wealth Management | 67k | $2.0M | 113% | Sep 2024 |
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Nwam | 67k | $1.9M | 100% | Sep 2024 |
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Efficient Frontier Advisors | 64k | $1.9M | 63% | Sep 2024 |
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Morris Financial Concepts | 63k | $1.8M | -2% | Sep 2024 |
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Advisor Group Holdings | 63k | $1.8M | 321% | Sep 2024 |
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Schwarz Dygos Wheeler Investment Advisors | 61k | $1.8M | 18% | Sep 2024 |
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IFG Advisory | 60k | $1.7M | 6% | Sep 2024 |
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New England Private Wealth Advisors | 59k | $1.7M | 5% | Sep 2024 |
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Raymond James & Associates | 58k | $1.7M | 18% | Sep 2024 |
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Bayshore Asset Management | 56k | $1.6M | 4% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 55k | $1.6M | 4% | Sep 2024 |
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Maryland Capital Advisors | 54k | $1.6M | 3% | Sep 2024 |
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Prosperity Planning | 54k | $1.6M | 0% | Sep 2024 |
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Mml Investors Services | 53k | $1.6M | 2% | Sep 2024 |
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Simplicity Wealth | 53k | $1.5M | -77% | Sep 2024 |
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Resources Investment Advisors | 53k | $1.5M | 2% | Sep 2024 |
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Clear Creek Financial Management | 50k | $1.5M | 23% | Sep 2024 |
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Advisory Alpha | 50k | $1.5M | 4% | Sep 2024 |
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Strategic Investment Solutions | 49k | $1.4M | 3% | Sep 2024 |
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Longview Financial Advisors | 48k | $1.4M | 0% | Sep 2024 |
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W.H. Cornerstone Investments | 46k | $1.3M | 32% | Sep 2024 |
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Deschutes Portfolio Strategy | 44k | $1.3M | 0% | Sep 2024 |
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Moisand Fitzgerald Tamayo | 43k | $1.3M | 1% | Sep 2024 |
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RCS Financial Planning | 43k | $1.3M | -1% | Sep 2024 |
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Vestia Personal Wealth Advisors | 43k | $1.2M | 3% | Sep 2024 |
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Sax Wealth Advisors | 43k | $1.2M | 13% | Sep 2024 |
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Schubert & Co | 42k | $1.2M | 31% | Sep 2024 |
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Liberty Capital Management | 40k | $1.2M | 3% | Sep 2024 |
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CSS | 39k | $1.1M | 0% | Sep 2024 |
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Emprise Bank | 38k | $1.1M | 0% | Sep 2024 |
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Werba Rubin Papier Wealth Management | 37k | $1.1M | 0% | Sep 2024 |
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Altiora Financial Group | 37k | $1.1M | 10% | Sep 2024 |
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Peirce Capital Management | 36k | $1.1M | 0% | Sep 2024 |
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Kestra Advisory Services | 36k | $1.0M | -5% | Sep 2024 |
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Ronald Blue Trust | 36k | $958k | 7% | Sep 2024 |
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Retirement Guys Formula | 36k | $1.0M | 1% | Sep 2024 |
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Cambridge Investment Research Advisors | 29k | $835k | -43% | Sep 2024 |
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Who sold out of Dimensional International Small Cap Value ETF?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Relative Value Partners | Mar 2024 | 489k | $12M |
Balyasny Asset Management | Mar 2024 | 274k | $7.4M |
Citadel Advisors | Jun 2024 | 92k | $2.5M |
OneAscent Financial Services | Jun 2024 | 54k | $1.4M |