MKW
DISV icon

Mullaney, Keating & Wright’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Mullaney, Keating & Wright’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 		$705K Buy
17,556
+113
+0.6% +$4.69K 0.34% 35
2026
Q1 		$688K Buy
17,443
+4
+0% +$162 0.37% 32
2025
Q4 		$663K Buy
17,439
+197
+1% +$7.14K 0.35% 31
2025
Q3 		$615K Buy
17,242
+460
+3% +$15.8K 0.34% 33
2025
Q2 		$552K Buy
16,782
+122
+0.7% +$3.75K 0.36% 31
2025
Q1 		$485K Buy
16,660
+8
+0% +$225 0.33% 35
2024
Q4 		$442K Buy
16,652
+150
+0.9% +$4.12K 0.3% 37
2024
Q3 		$480K Buy
16,502
+2,889
+21% +$80.6K 0.33% 34
2024
Q2 		$366K Buy
+13,613
New +$374K 0.28% 37

Other funds holding DISV

EF
Evanson Financial Mclean, Virginia $2.04B AUM
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
TCRG
Twin Cities Retirement Group Plymouth, Minnesota $117M AUM