IEQ Capital
DISV icon

IEQ Capital’s Dimensional International Small Cap Value ETF DISV Stock Holding History

IEQ Capital’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 		$228K Hold
5,260
– – ﹤0.01% 1723
2026
Q2 		$211K Hold
5,260
– – ﹤0.01% 1815
2026
Q1 		$207K Buy
+5,260
New +$213K ﹤0.01% 1682
2025
Q4 		– Sell
-5,873
Closed -$210K – 1890
2025
Q3 		$210K Buy
+5,873
New +$201K ﹤0.01% 1672

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
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Monograph Wealth Advisors
Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $257M AUM 14.41% 1-Year Est. Return

IEQ Capital's DISV Position: Q3 2026 in Review

IEQ Capital held its Dimensional International Small Cap Value ETF (DISV) position steady in Q3 2026 at 5,260 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

IEQ Capital first reported a position in DISV in Q3 2025 and has held it in 4 quarters since. 354 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • IEQ Capital held 5,260 shares of Dimensional International Small Cap Value ETF worth $228K as of Q3 2026.
  • IEQ Capital left its Dimensional International Small Cap Value ETF share count unchanged in Q3 2026.
  • Dimensional International Small Cap Value ETF made up ﹤0.01% of IEQ Capital's portfolio in Q3 2026, its #1723 holding.
  • IEQ Capital first reported a position in Dimensional International Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 354 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.