Financial Engines Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Financial Engines 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	$6.82M	Sell	172,850 -17,540	-9%	-$710K	0.01%	120
2025 Q4	$7.23M	Sell	190,390 -5,055	-3%	-$183K	0.01%	121
2025 Q3	$6.98M	Sell	195,445 -1,302	-0.7%	-$44.6K	0.01%	124
2025 Q2	$6.48M	Buy	196,747 +1,052	+0.5%	+$32.4K	0.01%	122
2025 Q1	$5.7M	Sell	195,695 -11,581	-6%	-$326K	0.01%	123
2024 Q4	$5.51M	Buy	207,276 +55,542	+37%	+$1.52M	0.01%	131
2024 Q3	$4.41M	Sell	151,734 -80,316	-35%	-$2.24M	0.01%	129
2024 Q2	$6.24M	Buy	232,050 +348	+0.2%	+$9.55K	0.01%	105
2024 Q1	$6.3M	Buy	+231,702	New	+$5.96M	0.01%	100

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

Financial Engines Advisors's DISV Position: Q1 2026 in Review

Financial Engines Advisors reduced its Dimensional International Small Cap Value ETF (DISV) stake by 9.2% in Q1 2026, selling an estimated $710K and leaving 172,850 shares worth $6.82M. The position accounts for 0.01% of the portfolio, ranked #120.

Financial Engines Advisors first reported a position in DISV in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.23M in Q4 2025. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Financial Engines Advisors held 172,850 shares of Dimensional International Small Cap Value ETF worth $6.82M as of Q1 2026.
Financial Engines Advisors sold 17,540 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $710K.
Dimensional International Small Cap Value ETF made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #120 holding.
Financial Engines Advisors first reported a position in Dimensional International Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
Financial Engines Advisors's Dimensional International Small Cap Value ETF position peaked at $7.23M in Q4 2025.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.