Empirical Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Empirical Wealth Management’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	$831K	Sell	19,198 -4,042	-17%	-$174K	0.01%	568
2026 Q2	$933K	Buy	23,240 +4,370	+23%	+$181K	0.01%	430
2026 Q1	$744K	Buy	18,870 +7,065	+60%	+$286K	0.01%	423
2025 Q4	$449K	Buy	11,805 +1,464	+14%	+$53.1K	0.01%	557
2025 Q3	$369K	Sell	10,341 -41	-0.4%	-$1.41K	0.01%	560
2025 Q2	$342K	Buy	10,382 +2,297	+28%	+$70.7K	0.01%	501
2025 Q1	$235K	Buy	8,085 +17	+0.2%	+$479	0.01%	571
2024 Q4	$214K	Buy	+8,068	New	+$221K	0.01%	565

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Jackson Thornton Wealth Management Montgomery, Alabama $1.33B AUM 20.85% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Empirical Wealth Management's DISV Position: Q3 2026 in Review

Empirical Wealth Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 17% in Q3 2026, selling an estimated $174K and leaving 19,198 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #568.

Empirical Wealth Management first reported a position in DISV in Q4 2024 and has held it in 8 quarters since. The position peaked at $933K in Q2 2026. 406 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

Empirical Wealth Management held 19,198 shares of Dimensional International Small Cap Value ETF worth $831K as of Q3 2026.
Empirical Wealth Management sold 4,042 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $174K.
Dimensional International Small Cap Value ETF made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #568 holding.
Empirical Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Empirical Wealth Management's Dimensional International Small Cap Value ETF position peaked at $933K in Q2 2026.
406 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.