Hassell Wealth Management
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
Q3 		$12.1M Buy
280,266
+3,910
+1% +$168K 3.65% 10
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 		$9.9M 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

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
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
William Mack & Associates
William Mack & Associates Troy, Michigan $319M AUM 12.97% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Financial Harvest
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Hassell Wealth Management's DISV Position: Q3 2026 in Review

Hassell Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 1.4% in Q3 2026, buying an estimated $168K and bringing the position to 280,266 shares worth $12.1M. The position accounts for 3.65% of the portfolio, ranked #10.

Hassell Wealth Management first reported a position in DISV in Q4 2022 and has held it in 16 quarters since. 199 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • Hassell Wealth Management held 280,266 shares of Dimensional International Small Cap Value ETF worth $12.1M as of Q3 2026.
  • Hassell Wealth Management bought 3,910 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $168K.
  • Dimensional International Small Cap Value ETF made up 3.65% of Hassell Wealth Management's portfolio in Q3 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 16 quarters since.
  • 199 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Hassell Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.