Forum Financial Management LP Decreases Stake in Dimensional International Small Cap Value ETF $DISV

Forum Financial Management LP trimmed its position in Dimensional International Small Cap Value ETF (BATS:DISV) by 3.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,605,360 shares of the company’s stock after selling 216,294 shares during the period. Dimensional International Small Cap Value ETF accounts for 3.1% of Forum Financial Management LP’s investment portfolio, making the stock its 9th biggest position. Forum Financial Management LP owned about 5.74% of Dimensional International Small Cap Value ETF worth $221,075,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of DISV. PNC Financial Services Group Inc. purchased a new stake in shares of Dimensional International Small Cap Value ETF in the fourth quarter worth $28,000. Rogco LP bought a new stake in Dimensional International Small Cap Value ETF during the fourth quarter valued at $29,000. Timmons Wealth Management LLC bought a new stake in Dimensional International Small Cap Value ETF during the fourth quarter valued at $30,000. Eagle Bay Advisors LLC purchased a new position in Dimensional International Small Cap Value ETF during the fourth quarter worth about $35,000. Finally, RHL Group LLC purchased a new position in Dimensional International Small Cap Value ETF during the fourth quarter worth about $41,000.

Dimensional International Small Cap Value ETF Stock Down 0.2%

Shares of BATS DISV opened at $40.30 on Tuesday. The stock’s 50-day simple moving average is $41.68 and its two-hundred day simple moving average is $40.58. Dimensional International Small Cap Value ETF has a twelve month low of $32.62 and a twelve month high of $43.39. The firm has a market capitalization of $3.93 billion, a P/E ratio of 11.58 and a beta of 0.78.

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.