LAM Group
DISV icon

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

LAM 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
2026
Q3 		$7.65M Sell
176,625
-960
-0.5% -$41.4K 3.85% 4
2026
Q2 		$7.13M Sell
177,585
-365
-0.2% -$15.1K 3.54% 5
2026
Q1 		$7.02M Sell
177,950
-3,700
-2% -$150K 3.86% 5
2025
Q4 		$6.9M Sell
181,650
-3,390
-2% -$123K 3.95% 6
2025
Q3 		$6.6M Sell
185,040
-3,260
-2% -$112K 4.09% 6
2025
Q2 		$6.2M Sell
188,300
-3,240
-2% -$100K 4.14% 6
2025
Q1 		$5.58M Sell
191,540
-9,060
-5% -$255K 4.1% 5
2024
Q4 		$5.33M Buy
200,600
+25,255
+14% +$693K 3.8% 6
2024
Q3 		$5.1M Sell
175,345
-620
-0.4% -$17.3K 3.61% 7
2024
Q2 		$4.73M Buy
175,965
+1,445
+0.8% +$39.7K 3.99% 6
2024
Q1 		$4.75M Buy
174,520
+14,525
+9% +$374K 3.87% 8
2023
Q4 		$4.13M Sell
159,995
-10,375
-6% -$249K 3.76% 9
2023
Q3 		$4.05M Buy
170,370
+4,530
+3% +$110K 3.98% 9
2023
Q2 		$3.92M Buy
165,840
+2,450
+1% +$58.8K 3.65% 10
2023
Q1 		$3.89M Buy
163,390
+4,195
+3% +$100K 3.81% 10
2022
Q4 		$3.54M Buy
+159,195
New +$3.32M 3.63% 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

LAM Group's DISV Position: Q3 2026 in Review

LAM Group reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.54% in Q3 2026, selling an estimated $41.4K and leaving 176,625 shares worth $7.65M. The position accounts for 3.85% of the portfolio, ranked #4.

LAM Group first reported a position in DISV in Q4 2022 and has held it in 16 quarters since. 215 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • LAM Group held 176,625 shares of Dimensional International Small Cap Value ETF worth $7.65M as of Q3 2026.
  • LAM Group sold 960 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $41.4K.
  • Dimensional International Small Cap Value ETF made up 3.85% of LAM Group's portfolio in Q3 2026, its #4 holding.
  • LAM Group first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 215 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.