Dimensional International Small Cap Value ETF (BATS:DISV) is Yardley Wealth Management LLC’s 10th Largest Position

Yardley Wealth Management LLC boosted its holdings in shares of Dimensional International Small Cap Value ETF (BATS:DISV) by 22.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 320,043 shares of the company’s stock after acquiring an additional 58,502 shares during the period. Dimensional International Small Cap Value ETF accounts for about 4.2% of Yardley Wealth Management LLC’s investment portfolio, making the stock its 10th largest holding. Yardley Wealth Management LLC’s holdings in Dimensional International Small Cap Value ETF were worth $8,613,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of DISV. Janney Montgomery Scott LLC lifted its position in Dimensional International Small Cap Value ETF by 10.7% during the 3rd quarter. Janney Montgomery Scott LLC now owns 28,902 shares of the company’s stock valued at $840,000 after acquiring an additional 2,792 shares during the period. Aptus Capital Advisors LLC lifted its position in Dimensional International Small Cap Value ETF by 565.3% during the 3rd quarter. Aptus Capital Advisors LLC now owns 1,131 shares of the company’s stock valued at $33,000 after acquiring an additional 961 shares during the period. OneDigital Investment Advisors LLC lifted its position in Dimensional International Small Cap Value ETF by 2.1% during the 3rd quarter. OneDigital Investment Advisors LLC now owns 52,673 shares of the company’s stock valued at $1,531,000 after acquiring an additional 1,098 shares during the period. Phillips Financial Management LLC increased its stake in Dimensional International Small Cap Value ETF by 6.7% during the 3rd quarter. Phillips Financial Management LLC now owns 26,134 shares of the company’s stock valued at $759,000 after purchasing an additional 1,640 shares in the last quarter. Finally, MB Generational Wealth LLC increased its stake in Dimensional International Small Cap Value ETF by 0.5% during the 3rd quarter. MB Generational Wealth LLC now owns 460,250 shares of the company’s stock valued at $13,375,000 after purchasing an additional 2,176 shares in the last quarter.

Dimensional International Small Cap Value ETF Stock Performance

BATS:DISV opened at $29.67 on Monday. The company has a market cap of $2.53 billion, a price-to-earnings ratio of 10.94 and a beta of 0.84. The company’s fifty day moving average price is $27.81 and its 200-day moving average price is $27.68.

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.