Dimensional International Small Cap Value is an exchange-traded fund on BATS. As of Q3 2025, 351 institutional investors hold shares in this ETF, with total holdings valued at $2.8B. Colony Group, LLC is the largest holder with a position valued at $475.3M.
Overview of institutional ownership in DISV as of Q3 2025
Institutions with the largest positions in DISV as of Q3 2025
| Institution | Position Value |
|---|---|
C Colony Group, LLC Institution | $475.3M 0.78% of portfolio |
Forum Financial Management, LP RIA/Wealth | $210.9M 2.89% of portfolio |
MATHER GROUP, INC. RIA/Wealth | $209.3M 2.11% of portfolio |
Buckingham Strategic Partners RIA/Wealth | $81.0M 0.92% of portfolio |
Comprehensive Portfolio Management, LLC RIA/Wealth | $75.2M 1.46% of portfolio |
Asset Dedication, LLC RIA/Wealth | $44.7M 3.00% of portfolio |
HighTower Advisors, LLC RIA/Wealth | $43.2M 0.05% of portfolio |
HPM Partners LLC RIA/Wealth | $42.9M 0.07% of portfolio |
NORTHERN TRUST CORP Institution | $40.7M 0.01% of portfolio |
Evanson Asset Management, LLC RIA/Wealth | $39.2M 2.41% of portfolio |
Institutional buying and selling activity for DISV in Q3 2025
| Institution | Net Bought |
|---|---|
C Colony Group, LLC Institution | +$14.1M +395.4K shares |
Wright Fund Managment, LLC Long Only Manager | +$11.8M +331.3K shares |
SEVEN MILE ADVISORY RIA/Wealth | +$10.4M +291.8K shares |
Creative Planning RIA/Wealth | +$8.8M +245.6K shares |
Savant Capital, LLC RIA/Wealth | +$8.6M +240.3K shares |
Mach-1 Financial Group, Inc. RIA/Wealth | +$7.6M +212.6K shares |
Integrity Advisory Solutions, LLC RIA/Wealth | +$7.6M +212.6K shares |
Y Yeomans Consulting Group, Inc. Institution | +$6.4M +177.5K shares |
HPM Partners LLC RIA/Wealth | +$6.0M +167.9K shares |
NORTHERN TRUST CORP Institution | +$5.1M +141.9K shares |
| Institution | Net Sold |
|---|---|
C CI Private Wealth, LLC RIA/Wealth | −$26.5M −741.3K shares |
Vestmark Advisory Solutions, Inc. Fund of Funds | −$14.0M −391.7K shares |
Buckingham Strategic Partners RIA/Wealth | −$9.0M −252.0K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | −$6.0M −169.4K shares |
J JANE STREET GROUP, LLC Institution | −$5.5M −155.5K shares |
SRS Capital Advisors, Inc. RIA/Wealth | −$3.2M −95.9K shares |
M Holdings Securities, Inc. RIA/Wealth | −$3.0M −92.1K shares |
Abacus Wealth Partners, LLC RIA/Wealth | −$2.2M −62.8K shares |
Quantum Financial Advisors, LLC RIA/Wealth | −$2.2M −61.0K shares |
M MB Generational Wealth, LLC RIA/Wealth | −$1.9M −53.9K shares |
Institutions that initiated new positions or completely exited DISV in Q3 2025
| Institution | Position Value |
|---|---|
SEVEN MILE ADVISORY RIA/Wealth | $10.4M 291.8K shares |
Mach-1 Financial Group, Inc. RIA/Wealth | $7.6M 212.6K shares |
Integrity Advisory Solutions, LLC RIA/Wealth | $7.6M 212.6K shares |
M My Personal CFO, LLC RIA/Wealth | $4.1M 114.4K shares |
M McLean Asset Management Corp RIA/Wealth | $1.9M 53.6K shares |
Brookstone Capital Management RIA/Wealth | $388.9K 10.9K shares |
Washington Trust Advisors, Inc. RIA/Wealth | $361.0K 10.1K shares |
Discipline Wealth Solutions, LLC RIA/Wealth | $315.0K 8.8K shares |
T Tyche Wealth Partners LLC Institution | $270.2K 7.6K shares |
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth | $238.7K 6.7K shares |
| Institution | Previous Position |
|---|---|
SRS Capital Advisors, Inc. RIA/Wealth | $3.2M 95.9K shares |
M Holdings Securities, Inc. RIA/Wealth | $3.0M 92.1K shares |
LJI Wealth Management, LLC RIA/Wealth | $698.2K 21.2K shares |
H HRT FINANCIAL LLC Institution | $337.2K 10.2K shares |
GOLDMAN SACHS GROUP INC Institution | $336.3K 10.2K shares |
BRIGHTON JONES LLC RIA/Wealth | $251.0K 7.6K shares |
B BROWN ADVISORY INC RIA/Wealth | $234.4K 7.1K shares |
Main Street Financial Solutions, LLC RIA/Wealth | $214.5K 6.5K shares |
GeoWealth Management, LLC RIA/Wealth | $154.1K 4.7K shares |
S Skopos Labs, Inc. RIA/Wealth | $43.5K 1.3K shares |
Institutions with the largest Call and Put options positions in DISV as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with DISV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
M Miramar Fiduciary Corp Institution | 13.65% $17.4M |
F Financial Harvest, LLC Institution | 11.30% $16.4M |
M MB Generational Wealth, LLC RIA/Wealth | 9.52% $15.0M |
GREAT OAK CAPITAL PARTNERS, LLC RIA/Wealth | 8.09% $30.8M |
Integris Wealth Management, LLC RIA/Wealth | 5.42% $22.3M |
Equita Financial Network, Inc. RIA/Wealth | 5.37% $15.9M |
FISCHER INVESTMENT STRATEGIES, LLC RIA/Wealth | 5.27% $8.8M |
Shotwell Rutter Baer Inc RIA/Wealth | 5.24% $8.1M |
PINNEY & SCOFIELD, INC. RIA/Wealth | 5.22% $8.4M |
5.04% $10.4M |
Discover hedge funds investing in DISV
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $186.2M | 12.94% | |
ETF ETF | $71.8M | 4.99% | |
Consumer Electronics Technology | $70.6M | 4.91% |
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