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

McMill 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 Q1	–	Sell	-11,109	Closed	-$422K	–	74
2025 Q4	$422K	Buy	11,109 +55	+0.5%	+$2K	0.12%	42
2025 Q3	$395K	Sell	11,054 -2,391	-18%	-$82K	0.11%	42
2025 Q2	$442K	Sell	13,445 -2,497	-16%	-$76.8K	0.15%	41
2025 Q1	$464K	Buy	15,942 +3,535	+28%	+$99.6K	0.17%	38
2024 Q4	$330K	Buy	+12,407	New	+$340K	0.13%	40

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

McMill Wealth Management's DISV Position: Q1 2026 in Review

McMill Wealth Management sold out of Dimensional International Small Cap Value ETF (DISV) in Q1 2026, closing a stake of 11,109 shares — an estimated $422K sold.

McMill Wealth Management first reported a position in DISV in Q4 2024 and held it in 5 quarters. The position peaked at $464K in Q1 2025. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

McMill Wealth Management reported no remaining Dimensional International Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
McMill Wealth Management sold 11,109 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $422K.
McMill Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and held it in 5 quarters.
McMill Wealth Management's Dimensional International Small Cap Value ETF position peaked at $464K in Q1 2025.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on McMill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.