Kaufman Rossin Wealth’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Kaufman Rossin Wealth’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	$4.43M	Sell	102,431 -963	-0.9%	-$41.5K	1.79%	12
2026 Q2	$4.2M	Buy	103,394 +2,491	+2%	+$103K	1.99%	11
2026 Q1	$3.98M	Sell	100,903 -13,676	-12%	-$553K	2.28%	11
2025 Q4	$4.35M	Sell	114,579 -3,741	-3%	-$136K	2.27%	10
2025 Q3	$4.22M	Sell	118,320 -18,646	-14%	-$639K	2.31%	10
2025 Q2	$4.51M	Buy	136,966 +5,715	+4%	+$176K	2.85%	9
2025 Q1	$3.82M	Buy	131,251 +432	+0.3%	+$12.2K	2.73%	9
2024 Q4	$3.48M	Buy	+130,819	New	+$3.59M	3.58%	9

Other funds holding DISV

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $257M AUM 14.41% 1-Year Est. Return

Kaufman Rossin Wealth's DISV Position: Q3 2026 in Review

Kaufman Rossin Wealth reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.93% in Q3 2026, selling an estimated $41.5K and leaving 102,431 shares worth $4.43M. The position accounts for 1.79% of the portfolio, ranked #12.

Kaufman Rossin Wealth first reported a position in DISV in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.51M in Q2 2025. 366 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

Kaufman Rossin Wealth held 102,431 shares of Dimensional International Small Cap Value ETF worth $4.43M as of Q3 2026.
Kaufman Rossin Wealth sold 963 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $41.5K.
Dimensional International Small Cap Value ETF made up 1.79% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #12 holding.
Kaufman Rossin Wealth first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Kaufman Rossin Wealth's Dimensional International Small Cap Value ETF position peaked at $4.51M in Q2 2025.
366 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.