CIBC Private Wealth Group
DISV icon

CIBC Private Wealth Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$289K Sell
7,609
-138
-2% -$5K ﹤0.01% 1039
2025
Q3 		$276K Buy
7,747
+1,874
+32% +$64.2K ﹤0.01% 1043
2025
Q2 		$193K Buy
+5,873
New +$181K ﹤0.01% 1140

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Cerity Partners
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Private Wealth Group's DISV Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Dimensional International Small Cap Value ETF (DISV) stake by 1.8% in Q4 2025, selling an estimated $5K and leaving 7,609 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

CIBC Private Wealth Group first reported a position in DISV in Q2 2025 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold DISV as of Q4 2025.

  • CIBC Private Wealth Group held 7,609 shares of Dimensional International Small Cap Value ETF worth $289K as of Q4 2025.
  • CIBC Private Wealth Group sold 138 Dimensional International Small Cap Value ETF shares in Q4 2025, an estimated $5K.
  • Dimensional International Small Cap Value ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1039 holding.
  • CIBC Private Wealth Group first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
  • 423 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.