Trailhead Planners LLC Takes Position in Dimensional International Small Cap Value ETF $DISV

Trailhead Planners LLC acquired a new stake in Dimensional International Small Cap Value ETF (BATS:DISV) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 69,409 shares of the company’s stock, valued at approximately $2,638,000. Dimensional International Small Cap Value ETF makes up approximately 2.6% of Trailhead Planners LLC’s holdings, making the stock its 12th biggest position. Trailhead Planners LLC owned 0.07% of Dimensional International Small Cap Value ETF as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in DISV. Brady Martz Wealth Solutions LLC increased its position in Dimensional International Small Cap Value ETF by 0.4% in the 4th quarter. Brady Martz Wealth Solutions LLC now owns 70,332 shares of the company’s stock valued at $2,673,000 after acquiring an additional 276 shares in the last quarter. Journey Beyond Wealth LLC increased its position in Dimensional International Small Cap Value ETF by 1.1% in the 4th quarter. Journey Beyond Wealth LLC now owns 27,884 shares of the company’s stock valued at $1,060,000 after acquiring an additional 301 shares in the last quarter. RB Capital Management LLC increased its position in Dimensional International Small Cap Value ETF by 1.6% in the 4th quarter. RB Capital Management LLC now owns 21,042 shares of the company’s stock valued at $800,000 after acquiring an additional 327 shares in the last quarter. Oceanside Advisors LLC increased its position in Dimensional International Small Cap Value ETF by 1.0% in the 4th quarter. Oceanside Advisors LLC now owns 34,756 shares of the company’s stock valued at $1,321,000 after acquiring an additional 342 shares in the last quarter. Finally, New England Private Wealth Advisors LLC increased its position in Dimensional International Small Cap Value ETF by 0.6% in the 4th quarter. New England Private Wealth Advisors LLC now owns 63,323 shares of the company’s stock valued at $2,406,000 after acquiring an additional 364 shares in the last quarter.

Dimensional International Small Cap Value ETF Trading Up 2.1%

DISV opened at $41.88 on Friday. The stock has a market capitalization of $4.09 billion, a PE ratio of 11.58 and a beta of 0.78. Dimensional International Small Cap Value ETF has a 1-year low of $31.91 and a 1-year high of $43.39. The firm has a 50-day moving average price of $41.53 and a two-hundred day moving average price of $40.18.

About Dimensional International Small Cap Value ETF

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.