DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF

Ownership history in Rather & Kittrell, Inc.  ·  15 quarters on record

This page tracks every 13F SEC filing in which Rather & Kittrell, Inc. reported a position in DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF (DISV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.13% (2025 Q4)
Avg. % of fund
2.29%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 510,837 +10,937 +2.2% 3.13% $19.4M $38.00
2025 Q3 ADDED 499,900 +29,073 +6.2% 3.12% $17.8M $35.46
2025 Q2 ADDED 470,827 +2,451 +0.5% 3.07% $15.5M $32.54
2025 Q1 ADDED 468,376 +33,703 +7.8% 2.96% $13.6M $28.28
2024 Q4 ADDED 434,673 +50,683 +13.2% 2.71% $11.5M $25.78
2024 Q3 ADDED 383,990 +33,064 +9.4% 2.73% $11.2M $28.02
2024 Q2 ADDED 350,926 +37,318 +11.9% 2.60% $9.4M $25.84
2024 Q1 ADDED 313,608 +44,049 +16.3% 2.55% $8.5M $25.69
2023 Q4 ADDED 269,559 +41,248 +18.1% 2.43% $7.0M $24.35
2023 Q3 ADDED 228,311 +24,370 +11.9% 2.19% $5.4M $22.30
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% of Fund (quarterly)    DISV price (monthly, adj. close)
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