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

Trailhead Planners LLC bought a new stake in Dimensional International Small Cap Value ETF (BATS:DISV) during the 4th quarter, Holdings Channel reports. The fund bought 69,409 shares of the company’s stock, valued at approximately $2,638,000. Dimensional International Small Cap Value ETF accounts for about 2.6% of Trailhead Planners LLC’s investment portfolio, making the stock its 12th largest holding.

Other hedge funds also recently modified their holdings of the company. Foundation Wealth Management LLC PA boosted its stake in shares of Dimensional International Small Cap Value ETF by 21.9% in the 4th quarter. Foundation Wealth Management LLC PA now owns 139,457 shares of the company’s stock valued at $5,299,000 after purchasing an additional 25,062 shares during the last quarter. 25 LLC boosted its stake in shares of Dimensional International Small Cap Value ETF by 1,186.0% in the 4th quarter. 25 LLC now owns 183,836 shares of the company’s stock valued at $6,986,000 after purchasing an additional 169,541 shares during the last quarter. Baker Ellis Asset Management LLC boosted its stake in shares of Dimensional International Small Cap Value ETF by 4.8% in the 4th quarter. Baker Ellis Asset Management LLC now owns 525,147 shares of the company’s stock valued at $19,956,000 after purchasing an additional 24,177 shares during the last quarter. BIP Wealth LLC boosted its stake in shares of Dimensional International Small Cap Value ETF by 37.3% in the 4th quarter. BIP Wealth LLC now owns 101,240 shares of the company’s stock valued at $3,847,000 after purchasing an additional 27,513 shares during the last quarter. Finally, Master S Wealth Management Inc. bought a new position in shares of Dimensional International Small Cap Value ETF in the 4th quarter valued at about $3,181,000.

Dimensional International Small Cap Value ETF Trading Up 2.1%

Shares of BATS DISV opened at $41.88 on Friday. The firm 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’s 50-day moving average is $41.53 and its 200-day moving average is $40.18.

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.