DiNuzzo Private Wealth
DISV icon

DiNuzzo Private Wealth’s Dimensional International Small Cap Value ETF DISV Stock Holding History

DiNuzzo Private Wealth’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 		$28M Buy
645,733
+3,813
+0.6% +$164K 2.78% 13
2026
Q2 		$25.8M Sell
641,920
-4,808
-0.7% -$199K 2.55% 14
2026
Q1 		$25.5M Sell
646,728
-13,511
-2% -$547K 2.75% 13
2025
Q4 		$25.1M Sell
660,239
-69,379
-10% -$2.52M 2.73% 12
2025
Q3 		$25.3M Sell
729,618
-18,027
-2% -$618K 2.87% 11
2025
Q2 		$24.6M Sell
747,645
-12,785
-2% -$393K 2.92% 11
2025
Q1 		$22.1M Sell
760,430
-6,590
-0.9% -$186K 2.79% 11
2024
Q4 		$20.4M Buy
767,020
+13,268
+2% +$364K 2.58% 11
2024
Q3 		$21.9M Sell
753,752
-9,009
-1% -$251K 2.7% 11
2024
Q2 		$20.5M Sell
762,761
-5,173
-0.7% -$142K 2.77% 11
2024
Q1 		$20.9M Buy
767,934
+1,309
+0.2% +$33.7K 2.82% 11
2023
Q4 		$19.8M Buy
+766,625
New +$18.4M 2.81% 11

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
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
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

DiNuzzo Private Wealth's DISV Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.59% in Q3 2026, buying an estimated $164K and bringing the position to 645,733 shares worth $28M. The position accounts for 2.78% of the portfolio, ranked #13.

DiNuzzo Private Wealth 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.

  • DiNuzzo Private Wealth held 645,733 shares of Dimensional International Small Cap Value ETF worth $28M as of Q3 2026.
  • DiNuzzo Private Wealth bought 3,813 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $164K.
  • Dimensional International Small Cap Value ETF made up 2.78% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #13 holding.
  • DiNuzzo Private Wealth 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 DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.