Elevate Wealth Advisory’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Elevate Wealth Advisory’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	$496K	Buy	12,572 +1,304	+12%	+$52.8K	0.31%	50
2025 Q4	$428K	Buy	11,268 +596	+6%	+$21.6K	0.29%	49
2025 Q3	$381K	Buy	10,672 +288	+3%	+$9.87K	0.28%	51
2025 Q2	$342K	Sell	10,384 -4,781	-32%	-$147K	0.24%	55
2025 Q1	$442K	Buy	15,165 +589	+4%	+$16.6K	0.31%	50
2024 Q4	$387K	Buy	14,576 +17	+0.1%	+$466	0.29%	48
2024 Q3	$423K	Hold	14,559	–	–	0.31%	43
2024 Q2	$392K	Sell	14,559 -1,899	-12%	-$52.1K	0.32%	43
2024 Q1	$447K	Sell	16,458 -3,181	-16%	-$81.9K	0.39%	36
2023 Q4	$506K	Buy	+19,639	New	+$472K	0.46%	33

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Elevate Wealth Advisory's DISV Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Dimensional International Small Cap Value ETF (DISV) stake by 12% in Q1 2026, buying an estimated $52.8K and bringing the position to 12,572 shares worth $496K. The position accounts for 0.31% of the portfolio, ranked #50.

Elevate Wealth Advisory first reported a position in DISV in Q4 2023 and has held it in 10 quarters since. The position peaked at $506K in Q4 2023. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Elevate Wealth Advisory held 12,572 shares of Dimensional International Small Cap Value ETF worth $496K as of Q1 2026.
Elevate Wealth Advisory bought 1,304 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $52.8K.
Dimensional International Small Cap Value ETF made up 0.31% of Elevate Wealth Advisory's portfolio in Q1 2026, its #50 holding.
Elevate Wealth Advisory first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Dimensional International Small Cap Value ETF position peaked at $506K in Q4 2023.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.