MT
DISV icon

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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
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
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

Midwest Trust's DISV Position: Q1 2026 in Review

Midwest Trust increased its Dimensional International Small Cap Value ETF (DISV) stake by 7.2% in Q1 2026, buying an estimated $129K and bringing the position to 47,680 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #299.

Midwest Trust first reported a position in DISV in Q2 2025 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • Midwest Trust held 47,680 shares of Dimensional International Small Cap Value ETF worth $1.88M as of Q1 2026.
  • Midwest Trust bought 3,185 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $129K.
  • Dimensional International Small Cap Value ETF made up 0.02% of Midwest Trust's portfolio in Q1 2026, its #299 holding.
  • Midwest Trust first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.