Morton Capital Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Morton Capital 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 Q2	$264K	Buy	6,574 +285	+5%	+$11.8K	0.04%	126
2026 Q1	$248K	Hold	6,289	–	–	0.04%	113
2025 Q4	$239K	Hold	6,289	–	–	0.04%	110
2025 Q3	$224K	Hold	6,289	–	–	0.04%	117
2025 Q2	$207K	Buy	+6,289	New	+$194K	0.04%	117

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morton Capital Management's DISV Position: Q2 2026 in Review

Morton Capital Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 4.5% in Q2 2026, buying an estimated $11.8K and bringing the position to 6,574 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #126.

Morton Capital Management first reported a position in DISV in Q2 2025 and has held it in 5 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Morton Capital Management held 6,574 shares of Dimensional International Small Cap Value ETF worth $264K as of Q2 2026.
Morton Capital Management bought 285 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $11.8K.
Dimensional International Small Cap Value ETF made up 0.04% of Morton Capital Management's portfolio in Q2 2026, its #126 holding.
Morton Capital Management first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.