Foundation Wealth Management LLC PA Makes New $7.85 Million Investment in Dimensional International Small Cap Value ETF $DISV

by · The Markets Daily

Foundation Wealth Management LLC PA acquired a new position in shares of Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 181,338 shares of the company’s stock, valued at approximately $7,850,000. Dimensional International Small Cap Value ETF accounts for about 2.6% of Foundation Wealth Management LLC PA’s holdings, making the stock its 9th biggest holding. Foundation Wealth Management LLC PA owned 0.19% of Dimensional International Small Cap Value ETF as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of the company. Foundry Financial LLC grew its stake in shares of Dimensional International Small Cap Value ETF by 17.4% during the first quarter. Foundry Financial LLC now owns 137,721 shares of the company’s stock valued at $5,432,000 after buying an additional 20,440 shares during the last quarter. Sequoia Financial Advisors LLC lifted its stake in shares of Dimensional International Small Cap Value ETF by 16.7% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 595,266 shares of the company’s stock worth $24,044,000 after acquiring an additional 84,985 shares during the last quarter. Financial Harvest LLC lifted its stake in shares of Dimensional International Small Cap Value ETF by 3.6% during the 1st quarter. Financial Harvest LLC now owns 500,358 shares of the company’s stock worth $19,734,000 after acquiring an additional 17,265 shares during the last quarter. Evanson Financial LLC bought a new stake in shares of Dimensional International Small Cap Value ETF during the 2nd quarter worth approximately $48,588,000. Finally, Koenig Investment Advisory LLC purchased a new position in Dimensional International Small Cap Value ETF during the 4th quarter valued at $1,773,000.

Dimensional International Small Cap Value ETF Stock Up 0.9%

DISV opened at $42.88 on Wednesday. The business has a fifty day moving average of $43.88 and a 200 day moving average of $42.22. Dimensional International Small Cap Value ETF has a 52-week low of $34.56 and a 52-week high of $45.13. The stock has a market cap of $4.19 billion, a P/E ratio of 11.58 and a beta of 0.78.

Dimensional International Small Cap Value ETF Profile

(Free Report)

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.

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