Sterling Financial Planning Inc. Buys New Position in Dimensional International Small Cap Value ETF $DISV

Sterling Financial Planning Inc. bought a new position in Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 307,396 shares of the company’s stock, valued at approximately $13,307,000. Dimensional International Small Cap Value ETF makes up 3.6% of Sterling Financial Planning Inc.’s portfolio, making the stock its 7th biggest holding.

Other institutional investors and hedge funds also recently modified their holdings of the company. Forum Financial Management LP purchased a new stake in shares of Dimensional International Small Cap Value ETF during the 3rd quarter valued at $244,611,000. Mather Group LLC. bought a new stake in shares of Dimensional International Small Cap Value ETF in the third quarter valued at $216,227,000. Bank of America Corp DE lifted its position in shares of Dimensional International Small Cap Value ETF by 115.1% during the 1st quarter. Bank of America Corp DE now owns 2,269,677 shares of the company’s stock valued at $89,516,000 after buying an additional 1,214,321 shares during the last quarter. Evanson Financial LLC purchased a new position in shares of Dimensional International Small Cap Value ETF during the 2nd quarter valued at $48,588,000. Finally, M Holdings Securities Inc. grew its stake in shares of Dimensional International Small Cap Value ETF by 864.7% during the 2nd quarter. M Holdings Securities Inc. now owns 1,017,488 shares of the company’s stock worth $40,832,000 after acquiring an additional 912,011 shares during the period.

Dimensional International Small Cap Value ETF Stock Performance

DISV stock opened at $42.83 on Friday. The stock has a fifty day moving average of $43.58 and a 200-day moving average of $41.89. Dimensional International Small Cap Value ETF has a fifty-two week low of $34.56 and a fifty-two week high of $45.13. The company has a market capitalization of $4.18 billion, a price-to-earnings ratio of 11.58 and a beta of 0.78.

Dimensional International Small Cap Value ETF Company Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Dimensional International Small Cap Value ETF (BATS:DISV)

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