MWM
DISV icon

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

Mattern Wealth Management’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 		$602K Buy
+15,000
New +$622K 0.1% 96
2024
Q4 		– Sell
-73,926
Closed -$2.15M – 172
2024
Q3 		$2.15M Buy
73,926
+27,429
+59% +$765K 0.47% 50
2024
Q2 		$1.25M Buy
+46,497
New +$1.28M 0.3% 69

Other funds holding DISV

EF
Evanson Financial Mclean, Virginia $2.04B AUM
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mattern Wealth Management's DISV Position: Q2 2026 in Review

Mattern Wealth Management opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q2 2026: 15,000 shares worth $602K. The stake represents 0.1% of the portfolio and ranks #96 among its holdings. This is a return to the name: Mattern Wealth Management previously reported a position in DISV as recently as Q3 2024.

Mattern Wealth Management first reported a position in DISV in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.15M in Q3 2024. 153 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Mattern Wealth Management held 15,000 shares of Dimensional International Small Cap Value ETF worth $602K as of Q2 2026.
  • Dimensional International Small Cap Value ETF was a new Mattern Wealth Management position in Q2 2026.
  • Dimensional International Small Cap Value ETF made up 0.1% of Mattern Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Mattern Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q2 2024 and has held it in 3 quarters since.
  • Mattern Wealth Management's Dimensional International Small Cap Value ETF position peaked at $2.15M in Q3 2024.
  • 153 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.