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Cresset Asset Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Cresset Asset 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 		– Sell
-13,401
Closed -$390K – 1525
2025
Q1 		$390K Buy
13,401
+7
+0.1% +$197 ﹤0.01% 1194
2024
Q4 		$356K Buy
+13,394
New +$368K ﹤0.01% 1261
2024
Q3 		– Sell
-9,309
Closed -$250K – 2199
2024
Q2 		$250K Buy
+9,309
New +$255K ﹤0.01% 1793

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Cresset Asset Management's DISV Position: Q2 2025 in Review

Cresset Asset Management sold out of Dimensional International Small Cap Value ETF (DISV) in Q2 2025, closing a stake of 13,401 shares — an estimated $390K sold.

Cresset Asset Management first reported a position in DISV in Q2 2024 and held it in 3 quarters. The position peaked at $390K in Q1 2025. 346 funds tracked by Wall St. Rank hold DISV as of Q2 2025.

  • Cresset Asset Management reported no remaining Dimensional International Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 13,401 Dimensional International Small Cap Value ETF shares in Q2 2025, an estimated $390K.
  • Cresset Asset Management first reported a position in Dimensional International Small Cap Value ETF in Q2 2024 and held it in 3 quarters.
  • Cresset Asset Management's Dimensional International Small Cap Value ETF position peaked at $390K in Q1 2025.
  • 346 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.