CWM
DISV icon

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

Cornerstone 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
2026
Q2 		$550K Buy
13,699
+5,203
+61% +$216K 0.02% 465
2026
Q1 		$335K Buy
+8,496
New +$344K 0.02% 544

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Cornerstone Wealth Management's DISV Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 61% in Q2 2026, buying an estimated $216K and bringing the position to 13,699 shares worth $550K. The position accounts for 0.02% of the portfolio, ranked #465.

Cornerstone Wealth Management first reported a position in DISV in Q1 2026 and has held it in 2 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Cornerstone Wealth Management held 13,699 shares of Dimensional International Small Cap Value ETF worth $550K as of Q2 2026.
  • Cornerstone Wealth Management bought 5,203 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $216K.
  • Dimensional International Small Cap Value ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #465 holding.
  • Cornerstone Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.