Creative Planning’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Creative Planning’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 Q1	$34.8M	Buy	881,278 +11,664	+1%	+$472K	0.02%	283
2025 Q4	$33M	Buy	869,614 +22,911	+3%	+$831K	0.02%	271
2025 Q3	$30.2M	Buy	846,703 +245,586	+41%	+$8.42M	0.02%	275
2025 Q2	$19.8M	Buy	601,117 +7,736	+1%	+$238K	0.02%	340
2025 Q1	$17.3M	Sell	593,381 -20,053	-3%	-$565K	0.02%	354
2024 Q4	$16.3M	Sell	613,434 -13,352	-2%	-$366K	0.02%	334
2024 Q3	$18.2M	Sell	626,786 -263	-0%	-$7.33K	0.02%	299
2024 Q2	$16.9M	Buy	627,049 +128,086	+26%	+$3.52M	0.02%	298
2024 Q1	$13.6M	Sell	498,963 -25,444	-5%	-$655K	0.02%	335
2023 Q4	$13.5M	Sell	524,407 -23,961	-4%	-$576K	0.03%	317
2023 Q3	$13M	Sell	548,368 -12,180	-2%	-$297K	0.02%	303
2023 Q2	$13.3M	Sell	560,548 -24,294	-4%	-$583K	0.02%	293
2023 Q1	$13.9M	Sell	584,842 -487,354	-45%	-$11.6M	0.02%	271
2022 Q4	$23.8M	Buy	+1,072,196	New	+$22.4M	0.04%	187

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Creative Planning's DISV Position: Q1 2026 in Review

Creative Planning increased its Dimensional International Small Cap Value ETF (DISV) stake by 1.3% in Q1 2026, buying an estimated $472K and bringing the position to 881,278 shares worth $34.8M. The position accounts for 0.02% of the portfolio, ranked #283.

Creative Planning first reported a position in DISV in Q4 2022 and has held it in 14 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Creative Planning held 881,278 shares of Dimensional International Small Cap Value ETF worth $34.8M as of Q1 2026.
Creative Planning bought 11,664 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $472K.
Dimensional International Small Cap Value ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #283 holding.
Creative Planning first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.