Miramar Fiduciary Corp’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Miramar Fiduciary Corp’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	$16.1M	Sell	408,578 -61,557	-13%	-$2.49M	13.21%	3
2025 Q4	$17.9M	Sell	470,135 -17,481	-4%	-$634K	13.82%	3
2025 Q3	$17.4M	Sell	487,616 -23,562	-5%	-$808K	13.65%	3
2025 Q2	$16.8M	Hold	511,178	–	–	13.66%	3
2025 Q1	$14.9M	Buy	511,178 +52,473	+11%	+$1.48M	13.4%	3
2024 Q4	$12.2M	Sell	458,705 -47,886	-9%	-$1.31M	12.29%	3
2024 Q3	$14.7M	Hold	506,591	–	–	12.46%	3
2024 Q2	$13.6M	Sell	506,591 -93,500	-16%	-$2.57M	12.25%	3
2024 Q1	$16.3M	Sell	600,091 -35,616	-6%	-$917K	11.94%	3
2023 Q4	$16.4M	Buy	+635,707	New	+$15.3M	12.06%	3

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

Miramar Fiduciary Corp's DISV Position: Q1 2026 in Review

Miramar Fiduciary Corp reduced its Dimensional International Small Cap Value ETF (DISV) stake by 13% in Q1 2026, selling an estimated $2.49M and leaving 408,578 shares worth $16.1M. The position accounts for 13.21% of the portfolio, ranked #3.

Miramar Fiduciary Corp first reported a position in DISV in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.9M in Q4 2025. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Miramar Fiduciary Corp held 408,578 shares of Dimensional International Small Cap Value ETF worth $16.1M as of Q1 2026.
Miramar Fiduciary Corp sold 61,557 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $2.49M.
Dimensional International Small Cap Value ETF made up 13.21% of Miramar Fiduciary Corp's portfolio in Q1 2026, its #3 holding.
Miramar Fiduciary Corp first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
Miramar Fiduciary Corp's Dimensional International Small Cap Value ETF position peaked at $17.9M in Q4 2025.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Miramar Fiduciary Corp's 13F filing for Q1 2026, filed 29 Apr 2026.