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

GEN Financial Management’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	$299K	Buy	+6,906	New	+$298K	0.16%	47
2026 Q2	–	Sell	-8,229	Closed	-$325K	–	49
2026 Q1	$325K	Sell	8,229 -49	-0.6%	-$1.98K	0.2%	44
2025 Q4	$315K	Hold	8,278	–	–	0.2%	40
2025 Q3	$295K	Sell	8,278 -1,246	-13%	-$42.7K	0.25%	41
2025 Q2	$313K	Hold	9,524	–	–	0.26%	40
2025 Q1	$277K	Buy	+9,524	New	+$268K	0.19%	44

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Jackson Thornton Wealth Management Montgomery, Alabama $1.33B AUM 20.85% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

GEN Financial Management's DISV Position: Q3 2026 in Review

GEN Financial Management opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q3 2026: 6,906 shares worth $299K. The stake represents 0.16% of the portfolio and ranks #47 among its holdings. This is a return to the name: GEN Financial Management previously reported a position in DISV as recently as Q1 2026.

GEN Financial Management first reported a position in DISV in Q1 2025 and has held it in 6 quarters since. The position peaked at $325K in Q1 2026. 452 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

GEN Financial Management held 6,906 shares of Dimensional International Small Cap Value ETF worth $299K as of Q3 2026.
Dimensional International Small Cap Value ETF was a new GEN Financial Management position in Q3 2026.
Dimensional International Small Cap Value ETF made up 0.16% of GEN Financial Management's portfolio in Q3 2026, its #47 holding.
GEN Financial Management first reported a position in Dimensional International Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
GEN Financial Management's Dimensional International Small Cap Value ETF position peaked at $325K in Q1 2026.
452 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on GEN Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.