BWM Planning LLC Invests $4.42 Million in Dimensional International Small Cap Value ETF (BATS:DISV)

BWM Planning LLC acquired a new position in Dimensional International Small Cap Value ETF (BATS:DISV) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 152,248 shares of the company’s stock, valued at approximately $4,424,000. Dimensional International Small Cap Value ETF makes up 2.0% of BWM Planning LLC’s holdings, making the stock its 18th largest holding.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Merriman Wealth Management LLC raised its holdings in Dimensional International Small Cap Value ETF by 3.1% in the 2nd quarter. Merriman Wealth Management LLC now owns 8,386,412 shares of the company’s stock valued at $225,636,000 after acquiring an additional 253,225 shares in the last quarter. Buckingham Strategic Wealth LLC raised its stake in Dimensional International Small Cap Value ETF by 44.5% during the 4th quarter. Buckingham Strategic Wealth LLC now owns 2,109,574 shares of the company’s stock worth $54,395,000 after buying an additional 649,857 shares during the period. Ritholtz Wealth Management raised its stake in Dimensional International Small Cap Value ETF by 0.9% during the 2nd quarter. Ritholtz Wealth Management now owns 1,305,051 shares of the company’s stock worth $35,112,000 after buying an additional 11,397 shares during the period. Asset Dedication LLC raised its stake in Dimensional International Small Cap Value ETF by 1.8% during the 2nd quarter. Asset Dedication LLC now owns 1,087,321 shares of the company’s stock worth $29,254,000 after buying an additional 19,056 shares during the period. Finally, Evanson Asset Management LLC raised its stake in shares of Dimensional International Small Cap Value ETF by 4.5% in the 3rd quarter. Evanson Asset Management LLC now owns 959,586 shares of the company’s stock valued at $27,886,000 after purchasing an additional 41,120 shares during the period.

Dimensional International Small Cap Value ETF Trading Up 0.3 %

Dimensional International Small Cap Value ETF stock traded up $0.10 during midday trading on Friday, reaching $28.28. 157,920 shares of the company’s stock were exchanged. The firm has a 50 day moving average price of $28.02 and a 200-day moving average price of $27.69. The company has a market cap of $1.90 billion, a price-to-earnings ratio of 8.86 and a beta of 0.79.

Dimensional International Small Cap Value ETF Company 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.