JWM
DISV icon

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

JDH 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 		$4.69M Sell
116,833
-625
-0.5% -$25.9K 2.85% 12
2026
Q1 		$4.63M Sell
117,458
-7,815
-6% -$316K 3.12% 12
2025
Q4 		$4.76M Sell
125,273
-3,198
-2% -$116K 3.26% 11
2025
Q3 		$4.59M Sell
128,471
-1,558
-1% -$53.4K 3.25% 11
2025
Q2 		$4.28M Buy
130,029
+7,916
+6% +$244K 3.28% 10
2025
Q1 		$3.56M Buy
122,113
+2,475
+2% +$69.7K 3.05% 11
2024
Q4 		$3.18M Buy
+119,638
New +$3.28M 2.79% 10

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

JDH Wealth Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.53% in Q2 2026, selling an estimated $25.9K and leaving 116,833 shares worth $4.69M. The position accounts for 2.85% of the portfolio, ranked #12.

JDH Wealth Management first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.76M in Q4 2025. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • JDH Wealth Management held 116,833 shares of Dimensional International Small Cap Value ETF worth $4.69M as of Q2 2026.
  • JDH Wealth Management sold 625 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $25.9K.
  • Dimensional International Small Cap Value ETF made up 2.85% of JDH Wealth Management's portfolio in Q2 2026, its #12 holding.
  • JDH Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • JDH Wealth Management's Dimensional International Small Cap Value ETF position peaked at $4.76M in Q4 2025.
  • 470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.