Brady Martz Wealth Solutions’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Brady Martz Wealth Solutions’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	$2.77M	Sell	70,232 -100	-0.1%	-$4.04K	0.47%	46
2025 Q4	$2.67M	Buy	70,332 +276	+0.4%	+$10K	0.47%	47
2025 Q3	$2.5M	Buy	70,056 +26	+0%	+$891	0.45%	50
2025 Q2	$2.3M	Buy	70,030 +43,098	+160%	+$1.33M	0.45%	51
2025 Q1	$784K	Buy	26,932 +208	+0.8%	+$5.86K	0.18%	93
2024 Q4	$702K	Buy	+26,724	New	+$733K	0.17%	99

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

Brady Martz Wealth Solutions's DISV Position: Q1 2026 in Review

Brady Martz Wealth Solutions reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.14% in Q1 2026, selling an estimated $4.04K and leaving 70,232 shares worth $2.77M. The position accounts for 0.47% of the portfolio, ranked #46.

Brady Martz Wealth Solutions first reported a position in DISV in Q4 2024 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Brady Martz Wealth Solutions held 70,232 shares of Dimensional International Small Cap Value ETF worth $2.77M as of Q1 2026.
Brady Martz Wealth Solutions sold 100 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $4.04K.
Dimensional International Small Cap Value ETF made up 0.47% of Brady Martz Wealth Solutions's portfolio in Q1 2026, its #46 holding.
Brady Martz Wealth Solutions first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q1 2026, filed 15 Apr 2026.