CSWM
DISV icon

Cassady Schiller Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Cassady Schiller Wealth 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
2024
Q4 		$19.9K Hold
750
– – 0.01% 282
2024
Q3 		$21.8K Hold
750
– – 0.01% 265
2024
Q2 		$20.2K Hold
750
– – 0.01% 268
2024
Q1 		$20.4K Hold
750
– – 0.01% 286
2023
Q4 		$19.3K Buy
+750
New +$18K 0.01% 280

Other funds holding DISV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Cassady Schiller Wealth Management's DISV Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Dimensional International Small Cap Value ETF (DISV) position steady in Q4 2024 at 750 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #282.

Cassady Schiller Wealth Management first reported a position in DISV in Q4 2023 and has held it in 5 quarters since. The position peaked at $21.8K in Q3 2024. 314 funds tracked by Wall St. Rank hold DISV as of Q4 2024.

  • Cassady Schiller Wealth Management held 750 shares of Dimensional International Small Cap Value ETF worth $19.9K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Dimensional International Small Cap Value ETF share count unchanged in Q4 2024.
  • Dimensional International Small Cap Value ETF made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #282 holding.
  • Cassady Schiller Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 5 quarters since.
  • Cassady Schiller Wealth Management's Dimensional International Small Cap Value ETF position peaked at $21.8K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.