HWM
DISV icon

Hassell Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Hassell Wealth 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
Q2 		$11.2M Buy
276,356
+4,159
+2% +$172K 3.44% 10
2026
Q1 		$10.7M Sell
272,197
-3,645
-1% -$147K 3.6% 10
2025
Q4 		$10.9M Sell
275,842
-13,253
-5% -$481K 3.65% 10
2025
Q3 		$10.3M Buy
289,095
+625
+0.2% +$21.4K 3.58% 10
2025
Q2 		$9.87M Buy
288,470
+3,628
+1% +$112K 3.61% 10
2025
Q1 		$8.16M Buy
284,842
+9,498
+3% +$268K 3.48% 10
2024
Q4 		$7.53M Buy
275,344
+2,527
+0.9% +$69.3K 3.03% 10
2024
Q3 		$7.48M Buy
272,817
+24,567
+10% +$685K 3.13% 10
2024
Q2 		$6.93M Buy
248,250
+17,323
+8% +$475K 3.1% 10
2024
Q1 		$6.22M Buy
230,927
+3,899
+2% +$100K 3.94% 8
2023
Q4 		$5.78M Buy
227,028
+3,499
+2% +$84.1K 3.88% 8
2023
Q3 		$5.02M Buy
223,529
+8,352
+4% +$204K 3.65% 9
2023
Q2 		$5.31M Buy
215,177
+15,243
+8% +$366K 3.64% 8
2023
Q1 		$4.81M Buy
199,934
+23,082
+13% +$548K 3.53% 10
2022
Q4 		$4.23M Buy
+176,852
New +$3.69M 3.17% 10

Other funds holding DISV

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Hassell Wealth Management's DISV Position: Q2 2026 in Review

Hassell Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 1.5% in Q2 2026, buying an estimated $172K and bringing the position to 276,356 shares worth $11.2M. The position accounts for 3.44% of the portfolio, ranked #10.

Hassell Wealth Management first reported a position in DISV in Q4 2022 and has held it in 15 quarters since. 171 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Hassell Wealth Management held 276,356 shares of Dimensional International Small Cap Value ETF worth $11.2M as of Q2 2026.
  • Hassell Wealth Management bought 4,159 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $172K.
  • Dimensional International Small Cap Value ETF made up 3.44% of Hassell Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Hassell Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 171 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Hassell Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.