Sterling Financial Planning Inc. Acquires 5,612 Shares of Dimensional International Small Cap Value ETF (BATS:DISV)

Sterling Financial Planning Inc. boosted its stake in shares of Dimensional International Small Cap Value ETF (BATS:DISV) by 2.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 254,023 shares of the company’s stock after purchasing an additional 5,612 shares during the quarter. Dimensional International Small Cap Value ETF comprises approximately 2.5% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 12th biggest position. Sterling Financial Planning Inc.’s holdings in Dimensional International Small Cap Value ETF were worth $6,749,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Kovitz Investment Group Partners LLC bought a new stake in shares of Dimensional International Small Cap Value ETF during the 3rd quarter worth about $17,933,000. Jane Street Group LLC boosted its holdings in shares of Dimensional International Small Cap Value ETF by 41.3% during the third quarter. Jane Street Group LLC now owns 1,146,584 shares of the company’s stock worth $33,320,000 after acquiring an additional 335,298 shares during the period. Great Oak Capital Partners LLC grew its position in shares of Dimensional International Small Cap Value ETF by 85.4% in the fourth quarter. Great Oak Capital Partners LLC now owns 650,080 shares of the company’s stock valued at $16,957,000 after purchasing an additional 299,398 shares during the last quarter. Yardley Wealth Management LLC bought a new position in shares of Dimensional International Small Cap Value ETF during the third quarter worth approximately $7,600,000. Finally, Forum Financial Management LP lifted its holdings in Dimensional International Small Cap Value ETF by 3.1% during the 3rd quarter. Forum Financial Management LP now owns 6,210,552 shares of the company’s stock worth $180,479,000 after purchasing an additional 188,565 shares during the last quarter.

Dimensional International Small Cap Value ETF Trading Up 7.5 %

Shares of BATS DISV opened at $28.23 on Thursday. The firm has a market cap of $1.90 billion, a price-to-earnings ratio of 8.86 and a beta of 0.79. The firm has a 50 day moving average price of $27.10 and a two-hundred day moving average price of $27.54.

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.