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

Ferguson Johnson 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	$2.32M	Buy	53,581 +121	+0.2%	+$5.21K	1.68%	15
2026 Q2	$2.14M	Buy	53,460 +4,960	+10%	+$206K	1.56%	15
2026 Q1	$1.91M	Sell	48,500 -3,342	-6%	-$135K	1.55%	15
2025 Q4	$1.97M	Buy	+51,842	New	+$1.88M	1.64%	13

Other funds holding DISV

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

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

Evanson Financial Mclean, Virginia $2.03B AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Ferguson Johnson Wealth Management's DISV Position: Q3 2026 in Review

Ferguson Johnson Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.23% in Q3 2026, buying an estimated $5.21K and bringing the position to 53,581 shares worth $2.32M. The position accounts for 1.68% of the portfolio, ranked #15.

Ferguson Johnson Wealth Management first reported a position in DISV in Q4 2025 and has held it in 4 quarters since. 302 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

Ferguson Johnson Wealth Management held 53,581 shares of Dimensional International Small Cap Value ETF worth $2.32M as of Q3 2026.
Ferguson Johnson Wealth Management bought 121 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $5.21K.
Dimensional International Small Cap Value ETF made up 1.68% of Ferguson Johnson Wealth Management's portfolio in Q3 2026, its #15 holding.
Ferguson Johnson Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
302 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Ferguson Johnson Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.