Cardinal Point Capital Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Cardinal Point Capital Management’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	–	Sell	-5,685	Closed	-$216K	–	292
2025 Q4	$216K	Hold	5,685	–	–	0.01%	247
2025 Q3	$201K	Sell	5,685 -689	-11%	-$23.6K	0.01%	262
2025 Q2	$210K	Sell	6,374 -1,266	-17%	-$39K	0.02%	227
2025 Q1	$222K	Buy	+7,640	New	+$215K	0.02%	171

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

Cardinal Point Capital Management's DISV Position: Q1 2026 in Review

Cardinal Point Capital Management sold out of Dimensional International Small Cap Value ETF (DISV) in Q1 2026, closing a stake of 5,685 shares — an estimated $216K sold.

Cardinal Point Capital Management first reported a position in DISV in Q1 2025 and held it in 4 quarters. The position peaked at $222K in Q1 2025. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Cardinal Point Capital Management reported no remaining Dimensional International Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Cardinal Point Capital Management sold 5,685 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $216K.
Cardinal Point Capital Management first reported a position in Dimensional International Small Cap Value ETF in Q1 2025 and held it in 4 quarters.
Cardinal Point Capital Management's Dimensional International Small Cap Value ETF position peaked at $222K in Q1 2025.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Cardinal Point Capital Management's 13F filing for Q1 2026, filed 20 Apr 2026.