GFA
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Grunden Financial Advisory’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Grunden Financial Advisory’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
2025
Q4 		$3.44M Buy
90,463
+2,316
+3% +$84K 1.34% 13
2025
Q3 		$3.15M Buy
88,147
+3,834
+5% +$131K 1.28% 13
2025
Q2 		$2.77M Buy
84,313
+7,581
+10% +$233K 1.23% 14
2025
Q1 		$2.23M Buy
76,732
+1,003
+1% +$28.3K 1.09% 13
2024
Q4 		$2.01M Buy
75,729
+6,536
+9% +$179K 0.97% 12
2024
Q3 		$2.01M Buy
69,193
+496
+0.7% +$13.8K 0.99% 11
2024
Q2 		$1.85M Buy
68,697
+3,474
+5% +$95.3K 0.97% 11
2024
Q1 		$1.77M Buy
65,223
+829
+1% +$21.3K 0.94% 11
2023
Q4 		$1.66M Buy
+64,394
New +$1.55M 0.93% 11

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MG
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 $11.8B AUM 25.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Grunden Financial Advisory's DISV Position: Q4 2025 in Review

Grunden Financial Advisory increased its Dimensional International Small Cap Value ETF (DISV) stake by 2.6% in Q4 2025, buying an estimated $84K and bringing the position to 90,463 shares worth $3.44M. The position accounts for 1.34% of the portfolio, ranked #13.

Grunden Financial Advisory first reported a position in DISV in Q4 2023 and has held it in 9 quarters since. 423 funds tracked by Wall St. Rank hold DISV as of Q4 2025.

  • Grunden Financial Advisory held 90,463 shares of Dimensional International Small Cap Value ETF worth $3.44M as of Q4 2025.
  • Grunden Financial Advisory bought 2,316 Dimensional International Small Cap Value ETF shares in Q4 2025, an estimated $84K.
  • Dimensional International Small Cap Value ETF made up 1.34% of Grunden Financial Advisory's portfolio in Q4 2025, its #13 holding.
  • Grunden Financial Advisory first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
  • 423 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.