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

BIP Wealth’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	$4.54M	Buy	115,218 +13,978	+14%	+$565K	0.18%	84
2025 Q4	$3.85M	Buy	101,240 +27,513	+37%	+$998K	0.14%	102
2025 Q3	$2.63M	Buy	73,727 +21,360	+41%	+$732K	0.13%	74
2025 Q2	$1.72M	Buy	52,367 +12,077	+30%	+$372K	0.11%	77
2025 Q1	$1.17M	Buy	40,290 +16,826	+72%	+$474K	0.08%	89
2024 Q4	$623K	Buy	23,464 +14,684	+167%	+$403K	0.04%	131
2024 Q3	$255K	Buy	+8,780	New	+$245K	0.02%	201

Other funds holding DISV

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

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 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 $1.43B AUM 22.07% 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

BIP Wealth's DISV Position: Q1 2026 in Review

BIP Wealth increased its Dimensional International Small Cap Value ETF (DISV) stake by 14% in Q1 2026, buying an estimated $565K and bringing the position to 115,218 shares worth $4.54M. The position accounts for 0.18% of the portfolio, ranked #84.

BIP Wealth first reported a position in DISV in Q3 2024 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

BIP Wealth held 115,218 shares of Dimensional International Small Cap Value ETF worth $4.54M as of Q1 2026.
BIP Wealth bought 13,978 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $565K.
Dimensional International Small Cap Value ETF made up 0.18% of BIP Wealth's portfolio in Q1 2026, its #84 holding.
BIP Wealth first reported a position in Dimensional International Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.