AWA
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Arkadios Wealth Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Arkadios Wealth Advisors’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 		$671K Buy
17,025
+4,346
+34% +$176K 0.01% 969
2025
Q4 		$482K Buy
+12,679
New +$460K 0.01% 1031

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Northern Trust
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

Arkadios Wealth Advisors's DISV Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 34% in Q1 2026, buying an estimated $176K and bringing the position to 17,025 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #969.

Arkadios Wealth Advisors first reported a position in DISV in Q4 2025 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • Arkadios Wealth Advisors held 17,025 shares of Dimensional International Small Cap Value ETF worth $671K as of Q1 2026.
  • Arkadios Wealth Advisors bought 4,346 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $176K.
  • Dimensional International Small Cap Value ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #969 holding.
  • Arkadios Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.