Forvis Mazars Wealth Advisors
DISV icon

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
Q3 		$2.28M Sell
52,613
-9,675
-16% -$417K 0.04% 149
2026
Q2 		$2.5M Sell
62,288
-13,369
-18% -$554K 0.04% 139
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 		$9.6M Sell
329,201
-24,454
-7% -$682K 0.22% 61
2024
Q2 		$9.5M Sell
353,655
-5,464
-2% -$150K 0.24% 59
2024
Q1 		$9.8M 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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Monograph Wealth Advisors
Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DISV Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its Dimensional International Small Cap Value ETF (DISV) stake by 16% in Q3 2026, selling an estimated $417K and leaving 52,613 shares worth $2.28M. The position accounts for 0.04% of the portfolio, ranked #149.

Forvis Mazars Wealth Advisors first reported a position in DISV in Q2 2022 and has held it in 18 quarters since. The position peaked at $9.8M in Q1 2024. 329 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 52,613 shares of Dimensional International Small Cap Value ETF worth $2.28M as of Q3 2026.
  • Forvis Mazars Wealth Advisors sold 9,675 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $417K.
  • Dimensional International Small Cap Value ETF made up 0.04% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #149 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 18 quarters since.
  • Forvis Mazars Wealth Advisors's Dimensional International Small Cap Value ETF position peaked at $9.8M in Q1 2024.
  • 329 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.