Planning Center Inc. Has $28.99 Million Position in Dimensional International Small Cap Value ETF $DISV

Planning Center Inc. trimmed its position in shares of Dimensional International Small Cap Value ETF (BATS:DISV) by 2.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 812,157 shares of the company’s stock after selling 17,832 shares during the quarter. Dimensional International Small Cap Value ETF makes up 3.0% of Planning Center Inc.’s holdings, making the stock its 11th biggest holding. Planning Center Inc.’s holdings in Dimensional International Small Cap Value ETF were worth $28,986,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in DISV. Root Financial Partners LLC acquired a new position in shares of Dimensional International Small Cap Value ETF in the third quarter valued at approximately $27,000. Valued Wealth Advisors LLC acquired a new stake in Dimensional International Small Cap Value ETF during the 2nd quarter valued at approximately $45,000. Morton Brown Family Wealth LLC bought a new position in Dimensional International Small Cap Value ETF during the 2nd quarter worth approximately $52,000. Harbor Asset Planning Inc. acquired a new position in shares of Dimensional International Small Cap Value ETF in the 2nd quarter valued at about $56,000. Finally, AdvisorNet Financial Inc acquired a new position in shares of Dimensional International Small Cap Value ETF in the 3rd quarter valued at about $59,000.

Dimensional International Small Cap Value ETF Trading Up 51.7%

Shares of BATS DISV opened at $39.82 on Thursday. The firm’s 50-day moving average price is $37.47 and its 200-day moving average price is $35.73. The firm has a market capitalization of $3.89 billion, a P/E ratio of 11.58 and a beta of 0.78. Dimensional International Small Cap Value ETF has a 1-year low of $25.48 and a 1-year high of $34.23.

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.