Midwest Trust’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Midwest Trust’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	$2.02M	Buy	46,719 +414	+0.9%	+$17.8K	0.02%	302
2026 Q2	$1.86M	Sell	46,305 -1,375	-3%	-$57K	0.02%	305
2026 Q1	$1.88M	Buy	47,680 +3,185	+7%	+$129K	0.02%	299
2025 Q4	$1.69M	Buy	44,495 +9,215	+26%	+$334K	0.02%	298
2025 Q3	$1.26M	Buy	35,280 +1,365	+4%	+$46.8K	0.02%	319
2025 Q2	$1.12M	Buy	+33,915	New	+$1.04M	0.02%	329

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

Midwest Trust's DISV Position: Q3 2026 in Review

Midwest Trust increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.89% in Q3 2026, buying an estimated $17.8K and bringing the position to 46,719 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #302.

Midwest Trust first reported a position in DISV in Q2 2025 and has held it in 6 quarters since. 157 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

Midwest Trust held 46,719 shares of Dimensional International Small Cap Value ETF worth $2.02M as of Q3 2026.
Midwest Trust bought 414 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $17.8K.
Dimensional International Small Cap Value ETF made up 0.02% of Midwest Trust's portfolio in Q3 2026, its #302 holding.
Midwest Trust first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
157 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.