FPIS
DISV icon

Financial Planning & Information Services’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Financial Planning & Information Services’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
2024
Q3 		$371K Buy
+12,764
New +$356K 0.05% 66

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Financial Planning & Information Services's DISV Position: Q3 2024 in Review

Financial Planning & Information Services opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q3 2024: 12,764 shares worth $371K. The stake represents 0.05% of the portfolio and ranks #66 among its holdings.

262 funds tracked by Wall St. Rank hold DISV as of Q3 2024.

  • Financial Planning & Information Services held 12,764 shares of Dimensional International Small Cap Value ETF worth $371K as of Q3 2024.
  • Dimensional International Small Cap Value ETF was a new Financial Planning & Information Services position in Q3 2024.
  • Dimensional International Small Cap Value ETF made up 0.05% of Financial Planning & Information Services's portfolio in Q3 2024, its #66 holding.
  • 262 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.