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DISV icon

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

BetterWealth’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 		$6.54M Sell
165,839
-1,590
-0.9% -$64.3K 1.28% 14
2025
Q4 		$6.36M Sell
167,429
-2,408
-1% -$87.3K 1.45% 13
2025
Q3 		$6.06M Sell
169,837
-6,106
-3% -$209K 1.44% 13
2025
Q2 		$5.79M Sell
175,943
-3,756
-2% -$116K 1.48% 13
2025
Q1 		$5.23M Sell
179,699
-4,370
-2% -$123K 1.47% 13
2024
Q4 		$4.89M Buy
184,069
+96
+0.1% +$2.63K 1.35% 14
2024
Q3 		$5.35M Buy
183,973
+1,616
+0.9% +$45.1K 1.58% 12
2024
Q2 		$4.91M Sell
182,357
-7,206
-4% -$198K 1.56% 12
2024
Q1 		$5.15M Buy
189,563
+4,284
+2% +$110K 1.68% 12
2023
Q4 		$4.78M Sell
185,279
-2,592
-1% -$62.3K 1.63% 12
2023
Q3 		$4.47M Buy
187,871
+1,748
+0.9% +$42.6K 1.8% 12
2023
Q2 		$4.4M Buy
186,123
+3,008
+2% +$72.2K 1.71% 12
2023
Q1 		$4.36M Buy
183,115
+9,477
+5% +$225K 1.76% 12
2022
Q4 		$3.86M Buy
173,638
+23,407
+16% +$488K 1.74% 13
2022
Q3 		$2.79M Buy
150,231
+17,770
+13% +$371K 1.43% 12
2022
Q2 		$2.79M Buy
+132,461
New +$3.07M 1.38% 12

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

BetterWealth's DISV Position: Q1 2026 in Review

BetterWealth reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.95% in Q1 2026, selling an estimated $64.3K and leaving 165,839 shares worth $6.54M. The position accounts for 1.28% of the portfolio, ranked #14.

BetterWealth first reported a position in DISV in Q2 2022 and has held it in 16 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • BetterWealth held 165,839 shares of Dimensional International Small Cap Value ETF worth $6.54M as of Q1 2026.
  • BetterWealth sold 1,590 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $64.3K.
  • Dimensional International Small Cap Value ETF made up 1.28% of BetterWealth's portfolio in Q1 2026, its #14 holding.
  • BetterWealth first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.