M Wealth Management LLC’s Dimensional International Small Cap Value ETF DISV Stock Holding History

M Wealth Management LLC’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 Q2	$278K	Hold	6,935	–	–	0.22%	52
2026 Q1	$274K	Hold	6,935	–	–	0.23%	49
2025 Q4	$264K	Hold	6,935	–	–	0.23%	45
2025 Q3	$248K	Hold	6,935	–	–	0.22%	45
2025 Q2	$228K	Hold	6,935	–	–	0.21%	43
2025 Q1	$202K	Buy	+6,935	New	+$195K	0.19%	45

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

M Wealth Management LLC's DISV Position: Q2 2026 in Review

M Wealth Management LLC held its Dimensional International Small Cap Value ETF (DISV) position steady in Q2 2026 at 6,935 shares worth $278K. The position accounts for 0.22% of the portfolio, ranked #52.

M Wealth Management LLC first reported a position in DISV in Q1 2025 and has held it in 6 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

M Wealth Management LLC held 6,935 shares of Dimensional International Small Cap Value ETF worth $278K as of Q2 2026.
M Wealth Management LLC left its Dimensional International Small Cap Value ETF share count unchanged in Q2 2026.
Dimensional International Small Cap Value ETF made up 0.22% of M Wealth Management LLC's portfolio in Q2 2026, its #52 holding.
M Wealth Management LLC first reported a position in Dimensional International Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.