EQ Wealth Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

EQ Wealth Advisors’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	$7.91M	Sell	200,572 -1,934	-1%	-$78.2K	4.62%	7
2025 Q4	$7.7M	Sell	202,506 -10,986	-5%	-$398K	4.54%	8
2025 Q3	$7.62M	Buy	213,492 +13,547	+7%	+$464K	5.01%	8
2025 Q2	$6.58M	Buy	199,945 +35,860	+22%	+$1.1M	4.48%	9
2025 Q1	$4.78M	Buy	164,085 +34,016	+26%	+$958K	3.81%	9
2024 Q4	$3.46M	Buy	+130,069	New	+$3.57M	3.32%	10

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 $7.07B AUM 18.05% 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

EQ Wealth Advisors's DISV Position: Q1 2026 in Review

EQ Wealth Advisors reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.96% in Q1 2026, selling an estimated $78.2K and leaving 200,572 shares worth $7.91M. The position accounts for 4.62% of the portfolio, ranked #7.

EQ Wealth Advisors first reported a position in DISV in Q4 2024 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

EQ Wealth Advisors held 200,572 shares of Dimensional International Small Cap Value ETF worth $7.91M as of Q1 2026.
EQ Wealth Advisors sold 1,934 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $78.2K.
Dimensional International Small Cap Value ETF made up 4.62% of EQ Wealth Advisors's portfolio in Q1 2026, its #7 holding.
EQ Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.