Equita Financial Network’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Equita Financial Network’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	$18.1M	Sell	459,917 -24,198	-5%	-$979K	5.7%	4
2025 Q4	$18.4M	Buy	484,115 +39,045	+9%	+$1.42M	5.54%	5
2025 Q3	$15.9M	Buy	445,070 +10,124	+2%	+$347K	5.37%	5
2025 Q2	$14.3M	Sell	434,946 -30,496	-7%	-$939K	5.69%	5
2025 Q1	$13.6M	Buy	465,442 +38,478	+9%	+$1.08M	4.74%	5
2024 Q4	$11.3M	Buy	426,964 +22,694	+6%	+$623K	4.1%	6
2024 Q3	$11.7M	Buy	404,270 +41,945	+12%	+$1.17M	4.29%	6
2024 Q2	$9.75M	Buy	362,325 +48,688	+16%	+$1.34M	4.07%	6
2024 Q1	$8.53M	Buy	313,637 +181,322	+137%	+$4.67M	3.83%	6
2023 Q4	$3.41M	Buy	132,315 +11,794	+10%	+$283K	1.82%	22
2023 Q3	$2.87M	Buy	+120,521	New	+$2.94M	1.76%	23

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

Equita Financial Network's DISV Position: Q1 2026 in Review

Equita Financial Network reduced its Dimensional International Small Cap Value ETF (DISV) stake by 5% in Q1 2026, selling an estimated $979K and leaving 459,917 shares worth $18.1M. The position accounts for 5.7% of the portfolio, ranked #4.

Equita Financial Network first reported a position in DISV in Q3 2023 and has held it in 11 quarters since. The position peaked at $18.4M in Q4 2025. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Equita Financial Network held 459,917 shares of Dimensional International Small Cap Value ETF worth $18.1M as of Q1 2026.
Equita Financial Network sold 24,198 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $979K.
Dimensional International Small Cap Value ETF made up 5.7% of Equita Financial Network's portfolio in Q1 2026, its #4 holding.
Equita Financial Network first reported a position in Dimensional International Small Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
Equita Financial Network's Dimensional International Small Cap Value ETF position peaked at $18.4M in Q4 2025.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.