DecisionPoint Financial
DISV icon

DecisionPoint Financial’s Dimensional International Small Cap Value ETF DISV Stock Holding History

DecisionPoint Financial’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 		$169K Buy
3,967
+325
+9% +$14K 0.03% 76
2026
Q2 		$147K Buy
3,642
+53
+1% +$2.2K 0.03% 65
2026
Q1 		$142K Buy
3,589
+617
+21% +$25K 0.03% 56
2025
Q4 		$113K Buy
2,972
+20
+0.7% +$725 0.02% 62
2025
Q3 		$106K Buy
2,952
+754
+34% +$25.8K 0.02% 60
2025
Q2 		$72.3K Buy
2,198
+373
+20% +$11.5K 0.02% 71
2025
Q1 		$53.1K Buy
1,825
+2
+0.1% +$56 0.02% 77
2024
Q4 		$48.4K Buy
1,823
+11
+0.6% +$302 0.01% 82
2024
Q3 		$52.6K Buy
1,812
+8
+0.4% +$223 0.02% 79
2024
Q2 		$51.1K Buy
1,804
+29
+2% +$796 0.02% 76
2024
Q1 		$47.9K Buy
1,775
+940
+113% +$24.2K 0.02% 82
2023
Q4 		$21.5K Buy
+835
New +$20.1K 0.01% 103

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
William Mack & Associates
William Mack & Associates Troy, Michigan $319M AUM 12.97% 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

DecisionPoint Financial's DISV Position: Q3 2026 in Review

DecisionPoint Financial increased its Dimensional International Small Cap Value ETF (DISV) stake by 8.9% in Q3 2026, buying an estimated $14K and bringing the position to 3,967 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #76.

DecisionPoint Financial first reported a position in DISV in Q4 2023 and has held it in 12 quarters since. 184 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • DecisionPoint Financial held 3,967 shares of Dimensional International Small Cap Value ETF worth $169K as of Q3 2026.
  • DecisionPoint Financial bought 325 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $14K.
  • Dimensional International Small Cap Value ETF made up 0.03% of DecisionPoint Financial's portfolio in Q3 2026, its #76 holding.
  • DecisionPoint Financial first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.