Private Wealth Management Group LLC Cuts Position in Dimensional International Small Cap Value ETF $DISV

Private Wealth Management Group LLC trimmed its position in shares of Dimensional International Small Cap Value ETF (BATS:DISV) by 8.4% during the first quarter, Holdings Channel reports. The firm owned 229,074 shares of the company’s stock after selling 21,113 shares during the quarter. Dimensional International Small Cap Value ETF makes up approximately 2.4% of Private Wealth Management Group LLC’s portfolio, making the stock its 14th biggest holding. Private Wealth Management Group LLC’s holdings in Dimensional International Small Cap Value ETF were worth $9,035,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Corient Private Wealth LLC raised its holdings in shares of Dimensional International Small Cap Value ETF by 218.6% in the 4th quarter. Corient Private Wealth LLC now owns 1,086,838 shares of the company’s stock valued at $41,300,000 after buying an additional 745,674 shares during the period. Henrickson Nauta Wealth Advisors Inc. boosted its holdings in Dimensional International Small Cap Value ETF by 133.1% during the 4th quarter. Henrickson Nauta Wealth Advisors Inc. now owns 867,166 shares of the company’s stock valued at $33,525,000 after acquiring an additional 495,105 shares during the period. Smartleaf Asset Management LLC purchased a new position in Dimensional International Small Cap Value ETF during the 4th quarter valued at about $18,348,000. Focus Partners Wealth grew its position in Dimensional International Small Cap Value ETF by 3.5% in the 4th quarter. Focus Partners Wealth now owns 13,780,968 shares of the company’s stock valued at $523,677,000 after acquiring an additional 470,390 shares in the last quarter. Finally, Earned Wealth Advisors LLC grew its position in Dimensional International Small Cap Value ETF by 1,222.6% in the 4th quarter. Earned Wealth Advisors LLC now owns 487,049 shares of the company’s stock valued at $18,508,000 after acquiring an additional 450,225 shares in the last quarter.

Dimensional International Small Cap Value ETF Price Performance

Shares of BATS:DISV opened at $40.30 on Tuesday. The firm has a market capitalization of $3.93 billion, a PE ratio of 11.58 and a beta of 0.78. The firm’s 50-day moving average is $41.68 and its two-hundred day moving average is $40.58. Dimensional International Small Cap Value ETF has a 1 year low of $32.62 and a 1 year high of $43.39.

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.