Who Owns DISV?
Dimensional - International Small Cap Value ETF — Institutional Ownership & 13F Holdings
$40.72
-0.01 (-0.02%)
Market Cap
$4.8B
Shares Outstanding
107,066,161
Institutional Holders
313
Total Inst. Value
$1.8B
% of Float Held
—
QoQ Holder Change
+178
Institutional data as of Q1 2025
New Positions
102
Closed Positions
17
Increased
123
Decreased
61
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Focus Partners Wealth | $398.8M | 13,693,393 |
| 2 | Forum Financial Management, LP | $179.1M | 6,149,471 |
| 3 | Focus Partners Advisor Solutions, LLC | $67.9M | 2,331,774 |
| 4 | RITHOLTZ WEALTH MANAGEMENT | $48.0M | 1,647,321 |
| 5 | Asset Dedication, LLC | $37.7M | 1,294,201 |
| 6 | HighTower Advisors, LLC | $36.0M | 1,237,300 |
| 7 | Abacus Wealth Partners, LLC | $31.0M | 1,065,344 |
| 8 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $29.7M | 1,018,611 |
| 9 | Evanson Asset Management, LLC | $27.6M | 947,654 |
| 10 | Planning Center, Inc. | $25.1M | 862,785 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Focus Partners Wealth | +9.4M | $398.8M |
| Focus Partners Advisor Solutions, LLC | +100K | $67.9M |
| RITHOLTZ WEALTH MANAGEMENT | +226K | $48.0M |
| Asset Dedication, LLC | +81K | $37.7M |
| HighTower Advisors, LLC | +30K | $36.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Greenline Partners, LLC | -221K | $21 |
| Forum Financial Management, LP | -136K | $179.1M |
| Forvis Mazars Wealth Advisors, LLC | -99K | $5.1M |
| Savant Capital, LLC | -84K | $18.1M |
| Evanson Asset Management, LLC | -61K | $27.6M |
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Frequently Asked Questions
How many institutional investors hold DISV?
As of Q1 2025, 313 institutional investors report holding DISV (Dimensional - International Small Cap Value ETF) in their 13F filings.
Which hedge fund owns the most DISV?
The largest institutional holder of DISV is Focus Partners Wealth with $398.8M in shares.
Are institutions buying or selling DISV?
This quarter, 102 institutions opened new positions in DISV and 17 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.