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Forvis Mazars Wealth Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Forvis Mazars Wealth 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 		$2.98M Sell
75,657
-16,554
-18% -$670K 0.06% 120
2025
Q4 		$3.5M Sell
92,211
-27,412
-23% -$994K 0.07% 113
2025
Q3 		$4.27M Sell
119,623
-15,591
-12% -$535K 0.08% 103
2025
Q2 		$4.45M Sell
135,214
-40,096
-23% -$1.23M 0.1% 94
2025
Q1 		$5.11M Sell
175,310
-98,599
-36% -$2.78M 0.12% 84
2024
Q4 		$7.28M Sell
273,909
-55,292
-17% -$1.52M 0.17% 71
2024
Q3 		$9.57M Sell
329,201
-24,454
-7% -$682K 0.22% 61
2024
Q2 		$9.52M Sell
353,655
-5,464
-2% -$150K 0.24% 59
2024
Q1 		$9.76M Buy
359,119
+3,800
+1% +$97.8K 0.25% 59
2023
Q4 		$9.16M Buy
355,319
+9,098
+3% +$219K 0.26% 60
2023
Q3 		$8.23M Buy
346,221
+25,388
+8% +$619K 0.25% 64
2023
Q2 		$7.59M Buy
320,833
+31,032
+11% +$745K 0.22% 72
2023
Q1 		$6.9M Buy
289,801
+24,044
+9% +$570K 0.23% 68
2022
Q4 		$5.9M Buy
265,757
+76,741
+41% +$1.6M 0.21% 77
2022
Q3 		$3.51M Buy
189,016
+121,944
+182% +$2.55M 0.14% 96
2022
Q2 		$1.41M Buy
+67,072
New +$1.55M 0.06% 162

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MG
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
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
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

Forvis Mazars Wealth Advisors's DISV Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Dimensional International Small Cap Value ETF (DISV) stake by 18% in Q1 2026, selling an estimated $670K and leaving 75,657 shares worth $2.98M. The position accounts for 0.06% of the portfolio, ranked #120.

Forvis Mazars Wealth Advisors first reported a position in DISV in Q2 2022 and has held it in 16 quarters since. The position peaked at $9.76M in Q1 2024. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 75,657 shares of Dimensional International Small Cap Value ETF worth $2.98M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 16,554 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $670K.
  • Dimensional International Small Cap Value ETF made up 0.06% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #120 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Forvis Mazars Wealth Advisors's Dimensional International Small Cap Value ETF position peaked at $9.76M in Q1 2024.
  • 453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.