Nalls Sherbakoff Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Nalls Sherbakoff 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
2025 Q4	$1.79M	Sell	46,989 -6,324	-12%	-$229K	1.29%	17
2025 Q3	$1.9M	Buy	53,313 +2,067	+4%	+$70.9K	1.28%	18
2025 Q2	$1.69M	Buy	51,246 +882	+2%	+$27.1K	1.23%	17
2025 Q1	$1.47M	Buy	+50,364	New	+$1.42M	1.19%	17
2023 Q4	$1.48M	Buy	57,543 +4,208	+8%	+$101K	1.32%	16
2023 Q3	$1.27M	Buy	53,335 +2,516	+5%	+$61.4K	1.23%	19
2023 Q2	$1.17M	Buy	50,819 +5,248	+12%	+$126K	1.15%	19
2023 Q1	$1.08M	Buy	+45,571	New	+$1.08M	1.08%	21

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

FFM

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nalls Sherbakoff Group's DISV Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Dimensional International Small Cap Value ETF (DISV) stake by 12% in Q4 2025, selling an estimated $229K and leaving 46,989 shares worth $1.79M. The position accounts for 1.29% of the portfolio, ranked #17.

Nalls Sherbakoff Group first reported a position in DISV in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.9M in Q3 2025. 423 funds tracked by Wall St. Rank hold DISV as of Q4 2025.

Nalls Sherbakoff Group held 46,989 shares of Dimensional International Small Cap Value ETF worth $1.79M as of Q4 2025.
Nalls Sherbakoff Group sold 6,324 Dimensional International Small Cap Value ETF shares in Q4 2025, an estimated $229K.
Dimensional International Small Cap Value ETF made up 1.29% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #17 holding.
Nalls Sherbakoff Group first reported a position in Dimensional International Small Cap Value ETF in Q1 2023 and has held it in 8 quarters since.
Nalls Sherbakoff Group's Dimensional International Small Cap Value ETF position peaked at $1.9M in Q3 2025.
423 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.