Cerity Partners’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Cerity Partners’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 Q3	$87.5M	Buy	2,020,461 +427,671	+27%	+$18.4M	0.1%	173
2026 Q2	$63.9M	Buy	1,592,790 +173,472	+12%	+$7.19M	0.08%	209
2026 Q1	$56M	Buy	1,419,318 +144,026	+11%	+$5.83M	0.08%	220
2025 Q4	$48.5M	Buy	1,275,292 +73,609	+6%	+$2.67M	0.07%	242
2025 Q3	$42.9M	Buy	1,201,683 +167,887	+16%	+$5.76M	0.07%	231
2025 Q2	$34M	Buy	1,033,796 +81,518	+9%	+$2.51M	0.06%	254
2025 Q1	$27.7M	Buy	952,278 +110,281	+13%	+$3.11M	0.06%	274
2024 Q4	$22.4M	Buy	841,997 +70,069	+9%	+$1.92M	0.05%	296
2024 Q3	$22.4M	Buy	771,928 +79,448	+11%	+$2.22M	0.05%	295
2024 Q2	$18.6M	Buy	692,480 +25,612	+4%	+$703K	0.05%	291
2024 Q1	$18.1M	Buy	666,868 +21,551	+3%	+$555K	0.05%	316
2023 Q4	$16.6M	Buy	645,317 +26,530	+4%	+$638K	0.05%	278
2023 Q3	$14.7M	Sell	618,787 -6,989	-1%	-$170K	0.07%	238
2023 Q2	$14.8M	Buy	625,776 +30,005	+5%	+$720K	0.06%	286
2023 Q1	$14.2M	Buy	595,771 +20,353	+4%	+$483K	0.03%	299
2022 Q4	$12.8M	Buy	575,418 +342,009	+147%	+$7.13M	0.08%	225
2022 Q3	$4.33M	Buy	+233,409	New	+$4.88M	0.05%	254

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Jackson Thornton Wealth Management Montgomery, Alabama $1.33B AUM 20.85% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Cerity Partners's DISV Position: Q3 2026 in Review

Cerity Partners increased its Dimensional International Small Cap Value ETF (DISV) stake by 27% in Q3 2026, buying an estimated $18.4M and bringing the position to 2,020,461 shares worth $87.5M. The position accounts for 0.1% of the portfolio, ranked #173.

Cerity Partners first reported a position in DISV in Q3 2022 and has held it in 17 quarters since. 452 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

Cerity Partners held 2,020,461 shares of Dimensional International Small Cap Value ETF worth $87.5M as of Q3 2026.
Cerity Partners bought 427,671 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $18.4M.
Dimensional International Small Cap Value ETF made up 0.1% of Cerity Partners's portfolio in Q3 2026, its #173 holding.
Cerity Partners first reported a position in Dimensional International Small Cap Value ETF in Q3 2022 and has held it in 17 quarters since.
452 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.