Public ownership evidence

Dimensional International Small Cap Value ETF (DISV) Ownership Disclosures

Read DISV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional International Small Cap Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
300
Value (USD)
$12,039
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DISV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DISV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Cornerstone Financial Management LLC2026-06-302026-08-29300$12,039None
Corient Private Wealth LP2026-06-302026-08-281,018,423$40,869,291None
AFFINITY WEALTH LLC2025-12-312026-08-27471,060$17,900,280None
AFFINITY WEALTH LLC2025-09-302026-08-27437,472$15,613,376None
Rehmann Capital Advisory Group2026-06-302026-08-2125,719$1,037,721None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20823,817$33,059,753None
Sankala Group LLC2026-06-302026-08-1910$460None
Sankala Group LLC2026-06-302026-08-1910$460None
Beacon Pointe Advisors, LLC2026-06-302026-08-19449,274$18,029,368None
RB Capital Management, LLC2026-06-302026-08-1938,706$1,553,291None
Strive Financial Group ,LLC2026-06-302026-08-1885$3,411None
SwitchPoint Financial Planning, LLC2026-06-302026-08-187,453$299,089None
Corient Private Wealth LP2026-06-302026-08-181,024,687$41,120,665None
Pure Financial Advisors, LLC2026-06-302026-08-18160,378$6,435,949None
Nalls Sherbakoff Group, LLC2026-06-302026-08-1845,230$1,815,078None
Nalls Sherbakoff Group, LLC2026-03-312026-08-1845,845$1,808,127None
SEI INVESTMENTS CO2026-06-302026-08-1519,837$796,020None
Glen Eagle Advisors, LLC2026-06-302026-08-155,250$210,683None
Vantage Point Financial LLC2026-06-302026-08-1523,765$953,688None
Mutual Advisors, LLC2026-06-302026-08-155,585$224,134None
Advyzon Investment Management, LLC2026-06-302026-08-1521$843None
Advyzon Investment Management, LLC2026-06-302026-08-159,760$391,685None
Mission Hills Financial Advisory, LLC2026-06-302026-08-1522,278$894,035None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-155,582$224,006None
Daner Wealth Management, LLC2026-06-302026-08-1523,357$1,028,876None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-15540,473$21,689,191None
MONOGRAPH WEALTH ADVISORS, LLC2026-06-302026-08-15979,700$39,315,368None
Qube Research & Technologies Ltd2026-06-302026-08-15253$10,153None
IFG Advisory, LLC2026-06-302026-08-15190,046$7,626,545None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,512$181,052None
OSAIC HOLDINGS, INC.2026-06-302026-08-1515,706$630,272None
OSAIC HOLDINGS, INC.2026-06-302026-08-15259,093$10,402,055None
Greenline Partners, LLC2026-06-302026-08-15226,207$9,077,687None
Betterment LLC2026-06-302026-08-15403,545$16,194,000None
JANE STREET GROUP, LLC2026-06-302026-08-15786,039$31,543,745None
Orion Porfolio Solutions, LLC2026-06-302026-08-1570,853$2,843,331None
GTS SECURITIES LLC2026-06-302026-08-1528,517$1,144,387None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15122,388$4,911,430None
Medallion Wealth Advisors, LLC2026-06-302026-08-151,786$71,669None
Xcelsior Advisor Partners LLC2026-06-302026-08-1514,550$583,879None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1589$3,572None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1526$1,003None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15107$4,254None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,021$81,103None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,073$43,059None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,187$47,594None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15381$15,300None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15752$30,178None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,467$58,831None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,383$55,520None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗Rehmann Capital Advisory Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Sankala Group LLC ↗Sankala Group LLC ↗Beacon Pointe Advisors, LLC ↗RB Capital Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.