CWM
DISV icon

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

Congress 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
2025
Q2 		$347K Buy
10,541
+909
+9% +$28K ﹤0.01% 1025
2025
Q1 		$280K Buy
+9,632
New +$271K ﹤0.01% 951

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Congress Wealth Management's DISV Position: Q2 2025 in Review

Congress Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 9.4% in Q2 2025, buying an estimated $28K and bringing the position to 10,541 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Congress Wealth Management first reported a position in DISV in Q1 2025 and has held it in 2 quarters since. 347 funds tracked by Wall St. Rank hold DISV as of Q2 2025.

  • Congress Wealth Management held 10,541 shares of Dimensional International Small Cap Value ETF worth $347K as of Q2 2025.
  • Congress Wealth Management bought 909 Dimensional International Small Cap Value ETF shares in Q2 2025, an estimated $28K.
  • Dimensional International Small Cap Value ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1025 holding.
  • Congress Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 347 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.