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DISV · Dimensional International Small Cap Value ETF ETF

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$44.98 +0.02 (+0.04%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 4
Total Value: $47,066,188
Total Shares: 1,172,843

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 4 13F filers · Δ vs Mar 31, 2026
Top Holder
86.8%
Sep 2023 → Jun 2026 · range 13.6% – 86.8%
+71.4 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 33.8% – 100.0%
+66.2 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 41.4% – 100.0%
+58.2 pts
HHI
7,710
Sep 2023 → Jun 2026 · range 376 – 7,710
Highly concentrated+7,334

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
1
Decreased
1
Sold Out
447
Unchanged
1
Holder count: -446
Institutional value: -98.7%
Shares held: -98.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
CITADEL ADVISORS LLC +92,390 153,020

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Corient Private Wealth LLC −40,355 1,018,423

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Cornerstone Financial Management LLC 300 $12,039

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Focus Partners Wealth 13,913,450 $548,746,468
MATHER GROUP, LLC. 5,744,036 $226,544,779
Forum Financial Management, LP 5,605,360 $221,075,397
Focus Partners Advisor Solutions, LLC 2,884,886 $113,779,903
RITHOLTZ WEALTH MANAGEMENT 2,281,524 $89,983,306
Filter: New 1 Increased 1 Reduced 1 Sold out 447 Unchanged 1
Showing 4 of 4
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC DISV $40,869,314 86.83% 1,018,423
CITADEL ADVISORS LLC DISV $6,140,692 13.05% 153,020
Parkside Financial Bank & Trust DISV $44,143 0.09% 1,100
Cornerstone Financial Management LLC DISV $12,039 0.03% 300