IC
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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 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

IEQ Capital's DISV Position: Q1 2026 in Review

IEQ Capital opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q1 2026: 5,260 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1682 among its holdings. This is a return to the name: IEQ Capital previously reported a position in DISV as recently as Q3 2025.

IEQ Capital first reported a position in DISV in Q3 2025 and has held it in 2 quarters since. The position peaked at $210K in Q3 2025. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • IEQ Capital held 5,260 shares of Dimensional International Small Cap Value ETF worth $207K as of Q1 2026.
  • Dimensional International Small Cap Value ETF was a new IEQ Capital position in Q1 2026.
  • Dimensional International Small Cap Value ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1682 holding.
  • IEQ Capital first reported a position in Dimensional International Small Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
  • IEQ Capital's Dimensional International Small Cap Value ETF position peaked at $210K in Q3 2025.
  • 453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.