EP
DISV icon

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

Equius 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
2022
Q4 		$11M Buy
493,367
+372,961
+310% +$7.77M 3.38% 5
2022
Q3 		$2.23M Buy
120,406
+63,447
+111% +$1.33M 0.8% 6
2022
Q2 		$1.2M Buy
+56,959
New +$1.32M 0.41% 9

Other funds holding DISV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Equius Partners's DISV Position: Q4 2022 in Review

Equius Partners increased its Dimensional International Small Cap Value ETF (DISV) stake by 310% in Q4 2022, buying an estimated $7.77M and bringing the position to 493,367 shares worth $11M. The position accounts for 3.38% of the portfolio, ranked #5.

Equius Partners first reported a position in DISV in Q2 2022 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold DISV as of Q4 2022.

  • Equius Partners held 493,367 shares of Dimensional International Small Cap Value ETF worth $11M as of Q4 2022.
  • Equius Partners bought 372,961 Dimensional International Small Cap Value ETF shares in Q4 2022, an estimated $7.77M.
  • Dimensional International Small Cap Value ETF made up 3.38% of Equius Partners's portfolio in Q4 2022, its #5 holding.
  • Equius Partners first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q4 2022.

Based on Equius Partners's 13F filing for Q4 2022, filed 27 Jan 2023.