Meredith Wealth Planning’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Meredith Wealth Planning’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 Q3	$315K	Buy	+7,270	New	+$313K	0.08%	68

Other funds holding DISV

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

Meredith Wealth Planning's DISV Position: Q3 2026 in Review

Meredith Wealth Planning opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q3 2026: 7,270 shares worth $315K. The stake represents 0.08% of the portfolio and ranks #68 among its holdings.

157 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

Meredith Wealth Planning held 7,270 shares of Dimensional International Small Cap Value ETF worth $315K as of Q3 2026.
Dimensional International Small Cap Value ETF was a new Meredith Wealth Planning position in Q3 2026.
Dimensional International Small Cap Value ETF made up 0.08% of Meredith Wealth Planning's portfolio in Q3 2026, its #68 holding.
157 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.