Accurate Wealth Management
DISV icon

Accurate Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Accurate Wealth Management’s Portfolio DISV Stock Details DISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$523K Buy
12,189
+239
+2% +$10.3K 0.05% 358
2026
Q2 		$489K Buy
11,950
+84
+0.7% +$3.48K 0.05% 353
2026
Q1 		$489K Sell
11,866
-254
-2% -$10.3K 0.06% 324
2025
Q4 		$473K Sell
12,120
-27
-0.2% -$979 0.06% 312
2025
Q3 		$432K Buy
12,147
+63
+0.5% +$2.16K 0.06% 319
2025
Q2 		$404K Buy
+12,084
New +$372K 0.06% 302

Other funds holding DISV

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Monograph Wealth Advisors
Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Accurate Wealth Management's DISV Position: Q3 2026 in Review

Accurate Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 2% in Q3 2026, buying an estimated $10.3K and bringing the position to 12,189 shares worth $523K. The position accounts for 0.05% of the portfolio, ranked #358.

Accurate Wealth Management first reported a position in DISV in Q2 2025 and has held it in 6 quarters since. 332 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • Accurate Wealth Management held 12,189 shares of Dimensional International Small Cap Value ETF worth $523K as of Q3 2026.
  • Accurate Wealth Management bought 239 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $10.3K.
  • Dimensional International Small Cap Value ETF made up 0.05% of Accurate Wealth Management's portfolio in Q3 2026, its #358 holding.
  • Accurate Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
  • 332 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.