Clune & Associates’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Clune & 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 Q3	$1.75M	Buy	40,381 +3,946	+11%	+$170K	0.27%	59
2026 Q2	$1.46M	Buy	36,435 +26	+0.1%	+$1.08K	0.22%	70
2026 Q1	$1.44M	Buy	36,409 +6,137	+20%	+$248K	0.27%	74
2025 Q4	$1.15M	Buy	30,272 +12,181	+67%	+$442K	0.25%	84
2025 Q3	$646K	Buy	18,091 +37	+0.2%	+$1.27K	0.16%	102
2025 Q2	$594K	Sell	18,054 -850	-4%	-$26.2K	0.16%	101
2025 Q1	$550K	Buy	18,904 +9	+0%	+$254	0.17%	101
2024 Q4	$502K	Buy	+18,895	New	+$518K	0.17%	101

Other funds holding DISV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Clune & Associates's DISV Position: Q3 2026 in Review

Clune & Associates increased its Dimensional International Small Cap Value ETF (DISV) stake by 11% in Q3 2026, buying an estimated $170K and bringing the position to 40,381 shares worth $1.75M. The position accounts for 0.27% of the portfolio, ranked #59.

Clune & Associates first reported a position in DISV in Q4 2024 and has held it in 8 quarters since. 128 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

Clune & Associates held 40,381 shares of Dimensional International Small Cap Value ETF worth $1.75M as of Q3 2026.
Clune & Associates bought 3,946 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $170K.
Dimensional International Small Cap Value ETF made up 0.27% of Clune & Associates's portfolio in Q3 2026, its #59 holding.
Clune & Associates first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
128 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.