Millstone Evans Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Millstone Evans Group’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	$28.9K	Buy	732 +19	+3%	+$769	0.02%	430
2025 Q4	$27.1K	Buy	713 +86	+14%	+$3.12K	0.02%	432
2025 Q3	$22.4K	Sell	627 -480	-43%	-$16.5K	0.01%	440
2025 Q2	$36.4K	Sell	1,107 -2,070	-65%	-$63.7K	0.02%	364
2025 Q1	$92.5K	Buy	3,177 +2	+0.1%	+$56	0.06%	209
2024 Q4	$84.4K	Buy	+3,175	New	+$87.1K	0.06%	212

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 $7.07B 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 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

Millstone Evans Group's DISV Position: Q1 2026 in Review

Millstone Evans Group increased its Dimensional International Small Cap Value ETF (DISV) stake by 2.7% in Q1 2026, buying an estimated $769 and bringing the position to 732 shares worth $28.9K. The position accounts for 0.02% of the portfolio, ranked #430.

Millstone Evans Group first reported a position in DISV in Q4 2024 and has held it in 6 quarters since. The position peaked at $92.5K in Q1 2025. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Millstone Evans Group held 732 shares of Dimensional International Small Cap Value ETF worth $28.9K as of Q1 2026.
Millstone Evans Group bought 19 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $769.
Dimensional International Small Cap Value ETF made up 0.02% of Millstone Evans Group's portfolio in Q1 2026, its #430 holding.
Millstone Evans Group first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Millstone Evans Group's Dimensional International Small Cap Value ETF position peaked at $92.5K in Q1 2025.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.