JDH Wealth Management
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
Q3 		$5.29M Buy
122,179
+5,346
+5% +$230K 3.2% 11
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

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
NorthAvenue LLC
NorthAvenue LLC Columbus, Ohio $142M AUM 13.52% 1-Year Est. Return

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

JDH Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 4.6% in Q3 2026, buying an estimated $230K and bringing the position to 122,179 shares worth $5.29M. The position accounts for 3.2% of the portfolio, ranked #11.

JDH Wealth Management first reported a position in DISV in Q4 2024 and has held it in 8 quarters since. 215 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • JDH Wealth Management held 122,179 shares of Dimensional International Small Cap Value ETF worth $5.29M as of Q3 2026.
  • JDH Wealth Management bought 5,346 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $230K.
  • Dimensional International Small Cap Value ETF made up 3.2% of JDH Wealth Management's portfolio in Q3 2026, its #11 holding.
  • JDH Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 215 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.