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
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

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

Mattern Wealth Management's DISV Position: Q4 2024 in Review

Mattern Wealth Management sold out of Dimensional International Small Cap Value ETF (DISV) in Q4 2024, closing a stake of 73,926 shares — an estimated $2.15M sold.

Mattern Wealth Management first reported a position in DISV in Q2 2024 and held it in 2 quarters. The position peaked at $2.15M in Q3 2024. 314 funds tracked by Wall St. Rank hold DISV as of Q4 2024.

  • Mattern Wealth Management reported no remaining Dimensional International Small Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Mattern Wealth Management sold 73,926 Dimensional International Small Cap Value ETF shares in Q4 2024, an estimated $2.15M.
  • Mattern Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q2 2024 and held it in 2 quarters.
  • Mattern Wealth Management's Dimensional International Small Cap Value ETF position peaked at $2.15M in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q4 2024.

Based on Mattern Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.