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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
Q3 		$7.12M Sell
164,439
-1,397
-0.8% -$60.2K 1.2% 14
2026
Q2 		$6.65M Sell
165,836
-3
-0% -$124 1.18% 14
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

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
IWM
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
FH
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
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MWM
Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return
TCRG
Twin Cities Retirement Group Plymouth, Minnesota $121M AUM 7.8% 1-Year Est. Return

BetterWealth's DISV Position: Q3 2026 in Review

BetterWealth reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.84% in Q3 2026, selling an estimated $60.2K and leaving 164,439 shares worth $7.12M. The position accounts for 1.2% of the portfolio, ranked #14.

BetterWealth first reported a position in DISV in Q2 2022 and has held it in 18 quarters since. 96 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • BetterWealth held 164,439 shares of Dimensional International Small Cap Value ETF worth $7.12M as of Q3 2026.
  • BetterWealth sold 1,397 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $60.2K.
  • Dimensional International Small Cap Value ETF made up 1.2% of BetterWealth's portfolio in Q3 2026, its #14 holding.
  • BetterWealth first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 18 quarters since.
  • 96 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.