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Howe & Rusling’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Howe & Rusling’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
Q3 		– Sell
-10
Closed -$330 – 457
2025
Q2 		$330 Hold
10
– – ﹤0.01% 464
2025
Q1 		$292 Hold
10
– – ﹤0.01% 431
2024
Q4 		$266 Hold
10
– – ﹤0.01% 407
2024
Q3 		$291 Hold
10
– – ﹤0.01% 407
2024
Q2 		$270 Sell
10
-122
-92% -$3.35K ﹤0.01% 361
2024
Q1 		$3.59K Buy
+132
New +$3.4K ﹤0.01% 366

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Howe & Rusling's DISV Position: Q3 2025 in Review

Howe & Rusling sold out of Dimensional International Small Cap Value ETF (DISV) in Q3 2025, closing a stake of 10 shares — an estimated $330 sold.

Howe & Rusling first reported a position in DISV in Q1 2024 and held it in 6 quarters. The position peaked at $3.59K in Q1 2024. 362 funds tracked by Wall St. Rank hold DISV as of Q3 2025.

  • Howe & Rusling reported no remaining Dimensional International Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Howe & Rusling sold 10 Dimensional International Small Cap Value ETF shares in Q3 2025, an estimated $330.
  • Howe & Rusling first reported a position in Dimensional International Small Cap Value ETF in Q1 2024 and held it in 6 quarters.
  • Howe & Rusling's Dimensional International Small Cap Value ETF position peaked at $3.59K in Q1 2024.
  • 362 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2025.

Based on Howe & Rusling's 13F filing for Q3 2025, filed 5 Nov 2025.