Elevation Wealth Partners’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Elevation Wealth Partners’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	$223K	Buy	5,154 +27	+0.5%	+$1.16K	0.06%	137
2026 Q2	$206K	Buy	5,127 +64	+1%	+$2.65K	0.06%	136
2026 Q1	$200K	Buy	5,063 +202	+4%	+$8.17K	0.07%	119
2025 Q4	$185K	Buy	4,861 +27	+0.6%	+$979	0.07%	121
2025 Q3	$173K	Buy	+4,834	New	+$166K	0.06%	126

Other funds holding DISV

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

William Mack & Associates Troy, Michigan $319M AUM 12.97% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elevation Wealth Partners's DISV Position: Q3 2026 in Review

Elevation Wealth Partners increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.53% in Q3 2026, buying an estimated $1.16K and bringing the position to 5,154 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #137.

Elevation Wealth Partners first reported a position in DISV in Q3 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

Elevation Wealth Partners held 5,154 shares of Dimensional International Small Cap Value ETF worth $223K as of Q3 2026.
Elevation Wealth Partners bought 27 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $1.16K.
Dimensional International Small Cap Value ETF made up 0.06% of Elevation Wealth Partners's portfolio in Q3 2026, its #137 holding.
Elevation Wealth Partners first reported a position in Dimensional International Small Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
193 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.