DWM
DISV icon

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

Daner 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
Q1 		$849K Buy
20,143
+1,770
+10% +$71.6K 0.5% 26
2025
Q4 		$785K Sell
18,373
-1,148
-6% -$41.6K 0.48% 29
2025
Q3 		$696K Sell
19,521
-750
-4% -$25.7K 0.45% 29
2025
Q2 		$694K Buy
+20,271
New +$624K 0.48% 29
2024
Q4 		$610K Buy
+22,060
New +$605K 0.45% 27

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MG
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
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
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

Daner Wealth Management's DISV Position: Q1 2026 in Review

Daner Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 9.6% in Q1 2026, buying an estimated $71.6K and bringing the position to 20,143 shares worth $849K. The position accounts for 0.5% of the portfolio, ranked #26.

Daner Wealth Management first reported a position in DISV in Q4 2024 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • Daner Wealth Management held 20,143 shares of Dimensional International Small Cap Value ETF worth $849K as of Q1 2026.
  • Daner Wealth Management bought 1,770 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $71.6K.
  • Dimensional International Small Cap Value ETF made up 0.5% of Daner Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Daner Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
  • 453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Daner Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.