JFG
DISV icon

JDM Financial Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

JDM Financial Group’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
2025
Q4 		– Sell
-129
Closed -$4.6K – 265
2025
Q3 		$4.6K Hold
129
– – ﹤0.01% 237
2025
Q2 		$4.25K Hold
129
– – ﹤0.01% 224
2025
Q1 		$3.76K Hold
129
– – ﹤0.01% 224
2024
Q4 		$3.43K Hold
129
– – ﹤0.01% 235
2024
Q3 		$3.75K Hold
129
– – ﹤0.01% 226
2024
Q2 		$3.47K Hold
129
– – ﹤0.01% 206
2024
Q1 		$3.51K Hold
129
– – ﹤0.01% 196
2023
Q4 		$3.33K Hold
129
– – ﹤0.01% 191
2023
Q3 		$3.07K Buy
+129
New +$3.15K ﹤0.01% 193

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FFM
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FPAS
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JDM Financial Group's DISV Position: Q4 2025 in Review

JDM Financial Group sold out of Dimensional International Small Cap Value ETF (DISV) in Q4 2025, closing a stake of 129 shares — an estimated $4.6K sold.

JDM Financial Group first reported a position in DISV in Q3 2023 and held it in 9 quarters. The position peaked at $4.6K in Q3 2025. 423 funds tracked by Wall St. Rank hold DISV as of Q4 2025.

  • JDM Financial Group reported no remaining Dimensional International Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • JDM Financial Group sold 129 Dimensional International Small Cap Value ETF shares in Q4 2025, an estimated $4.6K.
  • JDM Financial Group first reported a position in Dimensional International Small Cap Value ETF in Q3 2023 and held it in 9 quarters.
  • JDM Financial Group's Dimensional International Small Cap Value ETF position peaked at $4.6K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.