MWM
DISV icon

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

Mission 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
Q1 		$1.23M Sell
31,157
-1,025
-3% -$41.5K 0.03% 292
2025
Q4 		$1.22M Buy
32,182
+8,939
+38% +$324K 0.02% 296
2025
Q3 		$830K Buy
23,243
+1,187
+5% +$40.7K 0.02% 373
2025
Q2 		$726K Buy
22,056
+674
+3% +$20.7K 0.02% 393
2025
Q1 		$623K Hold
21,382
– – 0.02% 403
2024
Q4 		$568K Buy
+21,382
New +$587K 0.01% 400

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

Mission Wealth Management's DISV Position: Q1 2026 in Review

Mission Wealth Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 3.2% in Q1 2026, selling an estimated $41.5K and leaving 31,157 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #292.

Mission Wealth Management first reported a position in DISV in Q4 2024 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • Mission Wealth Management held 31,157 shares of Dimensional International Small Cap Value ETF worth $1.23M as of Q1 2026.
  • Mission Wealth Management sold 1,025 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $41.5K.
  • Dimensional International Small Cap Value ETF made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #292 holding.
  • Mission Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.