Equita Financial Network
DISV icon

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
Q3 		$21.9M Buy
505,289
+21,548
+4% +$928K 6.19% 3
2026
Q2 		$19.4M Buy
483,741
+23,824
+5% +$988K 5.39% 5
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 		$9.7M 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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Monograph Wealth Advisors
Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Equita Financial Network's DISV Position: Q3 2026 in Review

Equita Financial Network increased its Dimensional International Small Cap Value ETF (DISV) stake by 4.5% in Q3 2026, buying an estimated $928K and bringing the position to 505,289 shares worth $21.9M. The position accounts for 6.19% of the portfolio, ranked #3.

Equita Financial Network first reported a position in DISV in Q3 2023 and has held it in 13 quarters since. 329 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • Equita Financial Network held 505,289 shares of Dimensional International Small Cap Value ETF worth $21.9M as of Q3 2026.
  • Equita Financial Network bought 21,548 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $928K.
  • Dimensional International Small Cap Value ETF made up 6.19% of Equita Financial Network's portfolio in Q3 2026, its #3 holding.
  • Equita Financial Network first reported a position in Dimensional International Small Cap Value ETF in Q3 2023 and has held it in 13 quarters since.
  • 329 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.