99,829 Shares in Dimensional International Small Cap Value ETF $DISV Bought by Navigate Wealth Management LLC

Navigate Wealth Management LLC purchased a new position in shares of Dimensional International Small Cap Value ETF (BATS:DISV) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 99,829 shares of the company’s stock, valued at approximately $4,080,000. Dimensional International Small Cap Value ETF makes up about 2.9% of Navigate Wealth Management LLC’s portfolio, making the stock its 11th biggest holding. Navigate Wealth Management LLC owned 0.10% of Dimensional International Small Cap Value ETF at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the company. PNC Financial Services Group Inc. bought a new position in shares of Dimensional International Small Cap Value ETF in the 4th quarter valued at about $28,000. Rogco LP bought a new stake in shares of Dimensional International Small Cap Value ETF in the 4th quarter valued at about $29,000. Timmons Wealth Management LLC acquired a new stake in Dimensional International Small Cap Value ETF in the 4th quarter valued at about $30,000. Eagle Bay Advisors LLC acquired a new stake in Dimensional International Small Cap Value ETF in the 4th quarter valued at about $35,000. Finally, RHL Group LLC bought a new position in Dimensional International Small Cap Value ETF during the fourth quarter worth about $41,000.

Dimensional International Small Cap Value ETF Price Performance

Shares of BATS DISV opened at $40.90 on Monday. The business’s 50 day moving average price is $41.62 and its two-hundred day moving average price is $40.80. The company has a market cap of $3.99 billion, a PE ratio of 11.58 and a beta of 0.78. Dimensional International Small Cap Value ETF has a twelve month low of $32.70 and a twelve month 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.