C.M. Bidwell & Associates’s Dimensional International Small Cap Value ETF DISV Stock Holding History

C.M. Bidwell & Associates’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	$872K	Buy	22,114 +174	+0.8%	+$7.04K	0.41%	44
2025 Q4	$834K	Hold	21,940	–	–	0.39%	47
2025 Q3	$783K	Hold	21,940	–	–	0.38%	50
2025 Q2	$722K	Buy	21,940 +227	+1%	+$6.99K	0.37%	52
2025 Q1	$632K	Sell	21,713 -289	-1%	-$8.14K	0.38%	51
2024 Q4	$585K	Hold	22,002	–	–	0.36%	57
2024 Q3	$639K	Buy	22,002 +1,747	+9%	+$48.7K	0.39%	49
2024 Q2	$545K	Sell	20,255 -1,081	-5%	-$29.7K	0.36%	51
2024 Q1	$580K	Buy	21,336 +928	+5%	+$23.9K	0.39%	48
2023 Q4	$526K	Hold	20,408	–	–	0.39%	48
2023 Q3	$485K	Hold	20,408	–	–	0.37%	47
2023 Q2	$483K	Buy	20,408 +205	+1%	+$4.92K	0.35%	49
2023 Q1	$481K	Buy	20,203 +2,962	+17%	+$70.3K	0.36%	45
2022 Q4	$383K	Buy	17,241 +6,256	+57%	+$130K	0.3%	56
2022 Q3	$204K	Buy	10,985 +8,599	+360%	+$180K	0.17%	108
2022 Q2	$50K	Buy	+2,386	New	+$55.3K	0.04%	271

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

C.M. Bidwell & Associates's DISV Position: Q1 2026 in Review

C.M. Bidwell & Associates increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.79% in Q1 2026, buying an estimated $7.04K and bringing the position to 22,114 shares worth $872K. The position accounts for 0.41% of the portfolio, ranked #44.

C.M. Bidwell & Associates 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.

C.M. Bidwell & Associates held 22,114 shares of Dimensional International Small Cap Value ETF worth $872K as of Q1 2026.
C.M. Bidwell & Associates bought 174 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $7.04K.
Dimensional International Small Cap Value ETF made up 0.41% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #44 holding.
C.M. Bidwell & Associates 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 C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.