CX Institutional
DISV icon

CX Institutional’s Dimensional International Small Cap Value ETF DISV Stock Holding History

CX Institutional’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 		$4K Sell
100
-50
-33% -$2.15K ﹤0.01% 1462
2026
Q2 		$6K Buy
+150
New +$6.22K ﹤0.01% 1353

Other funds holding DISV

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Financial Harvest
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

CX Institutional's DISV Position: Q3 2026 in Review

CX Institutional reduced its Dimensional International Small Cap Value ETF (DISV) stake by 33% in Q3 2026, selling an estimated $2.15K and leaving 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

CX Institutional first reported a position in DISV in Q2 2026 and has held it in 2 quarters since. The position peaked at $6K in Q2 2026. 157 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • CX Institutional held 100 shares of Dimensional International Small Cap Value ETF worth $4K as of Q3 2026.
  • CX Institutional sold 50 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $2.15K.
  • Dimensional International Small Cap Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1462 holding.
  • CX Institutional first reported a position in Dimensional International Small Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • CX Institutional's Dimensional International Small Cap Value ETF position peaked at $6K in Q2 2026.
  • 157 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.