Altiora Financial Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Altiora Financial Group’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 Q1	$1.23M	Sell	31,153 -23	-0.1%	-$930	0.2%	51
2025 Q4	$1.18M	Buy	31,176 +63	+0.2%	+$2.29K	0.2%	49
2025 Q3	$1.11M	Sell	31,113 -1,062	-3%	-$36.4K	0.2%	44
2025 Q2	$1.06M	Sell	32,175 -175	-0.5%	-$5.39K	0.21%	48
2025 Q1	$942K	Sell	32,350 -3,170	-9%	-$89.3K	0.2%	48
2024 Q4	$944K	Sell	35,520 -1,007	-3%	-$27.6K	0.21%	49
2024 Q3	$1.06M	Buy	36,527 +3,274	+10%	+$91.3K	0.23%	45
2024 Q2	$895K	Buy	33,253 +23,428	+238%	+$643K	0.21%	47
2024 Q1	$267K	Buy	+9,825	New	+$253K	0.07%	76

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

FFM

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

ADL

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Altiora Financial Group's DISV Position: Q1 2026 in Review

Altiora Financial Group reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.07% in Q1 2026, selling an estimated $930 and leaving 31,153 shares worth $1.23M. The position accounts for 0.2% of the portfolio, ranked #51.

Altiora Financial Group first reported a position in DISV in Q1 2024 and has held it in 9 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Altiora Financial Group held 31,153 shares of Dimensional International Small Cap Value ETF worth $1.23M as of Q1 2026.
Altiora Financial Group sold 23 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $930.
Dimensional International Small Cap Value ETF made up 0.2% of Altiora Financial Group's portfolio in Q1 2026, its #51 holding.
Altiora Financial Group first reported a position in Dimensional International Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.