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

Meritas 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	$12.8M	Buy	318,207 +27,975	+10%	+$1.16M	4.99%	7
2026 Q1	$11.4M	Buy	290,232 +7,789	+3%	+$315K	5.18%	7
2025 Q4	$10.7M	Buy	282,443 +2,598	+0.9%	+$94.2K	5.16%	8
2025 Q3	$9.99M	Buy	279,845 +5,915	+2%	+$203K	4.95%	8
2025 Q2	$9.02M	Buy	273,930 +8,434	+3%	+$260K	4.95%	8
2025 Q1	$7.73M	Buy	265,496 +38,204	+17%	+$1.08M	4.53%	9
2024 Q4	$6.04M	Buy	227,292 +37,945	+20%	+$1.04M	3.63%	9
2024 Q3	$5.5M	Buy	189,347 +29,206	+18%	+$815K	3.4%	9
2024 Q2	$4.31M	Buy	160,141 +4,606	+3%	+$126K	3.04%	9
2024 Q1	$4.23M	Buy	155,535 +31,213	+25%	+$803K	2.94%	9
2023 Q4	$3.21M	Buy	124,322 +25,745	+26%	+$619K	2.4%	9
2023 Q3	$2.34M	Buy	98,577 +14,943	+18%	+$364K	1.8%	10
2023 Q2	$1.98M	Buy	83,634 +1,308	+2%	+$31.4K	1.49%	10
2023 Q1	$1.96M	Sell	82,326 -653	-0.8%	-$15.5K	1.54%	10
2022 Q4	$1.84M	Buy	+82,979	New	+$1.73M	1.52%	10

Other funds holding DISV

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

Evanson Financial Mclean, Virginia $2.04B AUM

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 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

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

Meritas Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 9.6% in Q2 2026, buying an estimated $1.16M and bringing the position to 318,207 shares worth $12.8M. The position accounts for 4.99% of the portfolio, ranked #7.

Meritas Wealth Management first reported a position in DISV in Q4 2022 and has held it in 15 quarters since. 245 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Meritas Wealth Management held 318,207 shares of Dimensional International Small Cap Value ETF worth $12.8M as of Q2 2026.
Meritas Wealth Management bought 27,975 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $1.16M.
Dimensional International Small Cap Value ETF made up 4.99% of Meritas Wealth Management's portfolio in Q2 2026, its #7 holding.
Meritas Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
245 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.