Apella Capital
DISV icon

Apella Capital’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Apella Capital’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 		$23M Buy
539,929
+249,375
+86% +$10.7M 0.29% 75
2026
Q2 		$11.9M Buy
290,554
+12,792
+5% +$531K 0.17% 102
2026
Q1 		$11.6M Buy
277,762
+272,343
+5,026% +$11M 0.17% 101
2025
Q4 		$206K Buy
+5,419
New +$197K ﹤0.01% 516

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Financial Harvest
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Meritas Wealth Management
Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return

Apella Capital's DISV Position: Q3 2026 in Review

Apella Capital increased its Dimensional International Small Cap Value ETF (DISV) stake by 86% in Q3 2026, buying an estimated $10.7M and bringing the position to 539,929 shares worth $23M. The position accounts for 0.29% of the portfolio, ranked #75.

Apella Capital first reported a position in DISV in Q4 2025 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • Apella Capital held 539,929 shares of Dimensional International Small Cap Value ETF worth $23M as of Q3 2026.
  • Apella Capital bought 249,375 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $10.7M.
  • Dimensional International Small Cap Value ETF made up 0.29% of Apella Capital's portfolio in Q3 2026, its #75 holding.
  • Apella Capital first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 134 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.