Golden Bell Financial Planning LLC Makes New $4.25 Million Investment in Dimensional International Small Cap Value ETF $DISV

Golden Bell Financial Planning LLC acquired a new position in shares of Dimensional International Small Cap Value ETF (BATS:DISV) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 98,181 shares of the company’s stock, valued at approximately $4,250,000. Dimensional International Small Cap Value ETF accounts for 3.1% of Golden Bell Financial Planning LLC’s investment portfolio, making the stock its 11th biggest holding.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Allegiance Financial Group Advisory Services LLC bought a new stake in shares of Dimensional International Small Cap Value ETF during the 3rd quarter worth about $1,339,000. Liberty Capital Management Inc. acquired a new position in Dimensional International Small Cap Value ETF in the 3rd quarter valued at about $2,575,000. Kestra Advisory Services LLC acquired a new position in Dimensional International Small Cap Value ETF in the 3rd quarter valued at about $3,396,000. Avant Financial Advisors LLC bought a new position in Dimensional International Small Cap Value ETF in the 3rd quarter valued at about $5,837,000. Finally, Quadcap Wealth Management LLC bought a new position in Dimensional International Small Cap Value ETF in the 3rd quarter valued at about $12,636,000.

Dimensional International Small Cap Value ETF Trading Down 1.0%

DISV stock traded down $0.43 during mid-day trading on Friday, hitting $41.61. 602,770 shares of the company were exchanged, compared to its average volume of 367,516. Dimensional International Small Cap Value ETF has a 1-year low of $34.56 and a 1-year high of $45.13. The stock has a market capitalization of $4.06 billion, a PE ratio of 11.58 and a beta of 0.78. The business has a 50 day simple moving average of $43.32 and a 200-day simple moving average of $41.99.

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.