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

Align 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
2022 Q4	$1.55M	Buy	+83,701	New	+$1.74M	1.31%	11

Other funds holding DISV

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Align Wealth Management's DISV Position: Q4 2022 in Review

Align Wealth Management opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q4 2022: 83,701 shares worth $1.55M. The stake represents 1.31% of the portfolio and ranks #11 among its holdings.

133 funds tracked by Wall St. Rank hold DISV as of Q4 2022.

Align Wealth Management held 83,701 shares of Dimensional International Small Cap Value ETF worth $1.55M as of Q4 2022.
Dimensional International Small Cap Value ETF was a new Align Wealth Management position in Q4 2022.
Dimensional International Small Cap Value ETF made up 1.31% of Align Wealth Management's portfolio in Q4 2022, its #11 holding.
133 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.