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

Financial Harvest’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	$19.7M	Buy	500,358 +17,265	+4%	+$698K	11.62%	3
2025 Q4	$18.4M	Buy	483,093 +22,517	+5%	+$817K	11.33%	3
2025 Q3	$16.4M	Buy	460,576 +12,535	+3%	+$430K	11.08%	3
2025 Q2	$14.7M	Buy	+448,041	New	+$13.8M	11.02%	3
2025 Q1	–	Sell	-412,018	Closed	-$10.9M	–	74
2024 Q4	$10.9M	Buy	+412,018	New	+$11.3M	9.24%	3

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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 Harvest's DISV Position: Q1 2026 in Review

Financial Harvest increased its Dimensional International Small Cap Value ETF (DISV) stake by 3.6% in Q1 2026, buying an estimated $698K and bringing the position to 500,358 shares worth $19.7M. The position accounts for 11.62% of the portfolio, ranked #3.

Financial Harvest first reported a position in DISV in Q4 2024 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Financial Harvest held 500,358 shares of Dimensional International Small Cap Value ETF worth $19.7M as of Q1 2026.
Financial Harvest bought 17,265 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $698K.
Dimensional International Small Cap Value ETF made up 11.62% of Financial Harvest's portfolio in Q1 2026, its #3 holding.
Financial Harvest first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Financial Harvest's 13F filing for Q1 2026, filed 5 May 2026.