DWS
DISV icon

Discipline Wealth Solutions’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Discipline Wealth Solutions’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
Q4 		– Sell
-8,826
Closed -$315K – 170
2025
Q3 		$315K Buy
+8,826
New +$303K 0.08% 125

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FFM
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FPAS
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RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Discipline Wealth Solutions's DISV Position: Q4 2025 in Review

Discipline Wealth Solutions sold out of Dimensional International Small Cap Value ETF (DISV) in Q4 2025, closing a stake of 8,826 shares — an estimated $315K sold.

Discipline Wealth Solutions first reported a position in DISV in Q3 2025 and held it in 1 quarter. The position peaked at $315K in Q3 2025. 425 funds tracked by Wall St. Rank hold DISV as of Q4 2025.

  • Discipline Wealth Solutions reported no remaining Dimensional International Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Discipline Wealth Solutions sold 8,826 Dimensional International Small Cap Value ETF shares in Q4 2025, an estimated $315K.
  • Discipline Wealth Solutions first reported a position in Dimensional International Small Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Discipline Wealth Solutions's Dimensional International Small Cap Value ETF position peaked at $315K in Q3 2025.
  • 425 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q4 2025.

Based on Discipline Wealth Solutions's 13F filing for Q4 2025, filed 26 Jan 2026.