LF
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Lantz Financial’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Lantz Financial’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
2024
Q4 		– Sell
-112,177
Closed -$3.26M – 231
2024
Q3 		$3.26M Buy
+112,177
New +$3.13M 0.88% 23

Other funds holding DISV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Lantz Financial's DISV Position: Q4 2024 in Review

Lantz Financial sold out of Dimensional International Small Cap Value ETF (DISV) in Q4 2024, closing a stake of 112,177 shares — an estimated $3.26M sold.

Lantz Financial first reported a position in DISV in Q3 2024 and held it in 1 quarter. The position peaked at $3.26M in Q3 2024. 314 funds tracked by Wall St. Rank hold DISV as of Q4 2024.

  • Lantz Financial reported no remaining Dimensional International Small Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Lantz Financial sold 112,177 Dimensional International Small Cap Value ETF shares in Q4 2024, an estimated $3.26M.
  • Lantz Financial first reported a position in Dimensional International Small Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Lantz Financial's Dimensional International Small Cap Value ETF position peaked at $3.26M in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q4 2024.

Based on Lantz Financial's 13F filing for Q4 2024, filed 21 Jan 2025.