Summit Portfolio Management LTD. Invests $2.75 Million in Dimensional International Small Cap Value ETF $DISV

Summit Portfolio Management LTD. acquired a new stake in Dimensional International Small Cap Value ETF (BATS:DISV) during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 69,797 shares of the company’s stock, valued at approximately $2,753,000. Dimensional International Small Cap Value ETF comprises about 1.8% of Summit Portfolio Management LTD.’s portfolio, making the stock its 14th biggest holding.

A number of other hedge funds have also added to or reduced their stakes in the company. Corient Private Wealth LLC lifted its holdings in shares of Dimensional International Small Cap Value ETF by 218.6% in the fourth quarter. Corient Private Wealth LLC now owns 1,086,838 shares of the company’s stock worth $41,300,000 after acquiring an additional 745,674 shares during the last quarter. Henrickson Nauta Wealth Advisors Inc. grew its holdings in shares of 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 purchasing an additional 495,105 shares during the last quarter. Smartleaf Asset Management LLC acquired a new position in Dimensional International Small Cap Value ETF during the 4th quarter worth approximately $18,348,000. Focus Partners Wealth increased its position in Dimensional International Small Cap Value ETF by 3.5% during the 4th quarter. Focus Partners Wealth now owns 13,780,968 shares of the company’s stock worth $523,677,000 after purchasing an additional 470,390 shares in the last quarter. Finally, Earned Wealth Advisors LLC increased its position in Dimensional International Small Cap Value ETF by 1,222.6% during the 4th quarter. Earned Wealth Advisors LLC now owns 487,049 shares of the company’s stock worth $18,508,000 after purchasing an additional 450,225 shares in the last quarter.

Dimensional International Small Cap Value ETF Price Performance

Shares of BATS:DISV opened at $40.58 on Thursday. Dimensional International Small Cap Value ETF has a one year low of $32.70 and a one year high of $43.39. The company has a market cap of $3.96 billion, a price-to-earnings ratio of 11.58 and a beta of 0.78. The firm has a 50 day simple moving average of $41.61 and a 200 day simple moving average of $40.75.

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. DISV was launched on Mar 23, 2022 and is managed by Dimensional.