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 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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

JDH Wealth Management's DISV Position: Q1 2026 in Review

JDH Wealth Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 6.2% in Q1 2026, selling an estimated $316K and leaving 117,458 shares worth $4.63M. The position accounts for 3.12% of the portfolio, ranked #12.

JDH Wealth Management first reported a position in DISV in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.76M in Q4 2025. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

JDH Wealth Management held 117,458 shares of Dimensional International Small Cap Value ETF worth $4.63M as of Q1 2026.
JDH Wealth Management sold 7,815 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $316K.
Dimensional International Small Cap Value ETF made up 3.12% of JDH Wealth Management's portfolio in Q1 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 6 quarters since.
JDH Wealth Management's Dimensional International Small Cap Value ETF position peaked at $4.76M in Q4 2025.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on JDH Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.