NDWM
DISV icon

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

New Dimensions 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
Q2 		$276K Hold
6,868
– – 0.21% 18
2026
Q1 		$271K Hold
6,868
– – 0.23% 18
2025
Q4 		$261K Hold
6,868
– – 0.22% 18
2025
Q3 		$245K Hold
6,868
– – 0.21% 18
2025
Q2 		$226K Buy
+6,868
New +$211K 0.21% 19

Other funds holding DISV

Focus Partners Wealth
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
MG
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New Dimensions Wealth Management's DISV Position: Q2 2026 in Review

New Dimensions Wealth Management held its Dimensional International Small Cap Value ETF (DISV) position steady in Q2 2026 at 6,868 shares worth $276K. The position accounts for 0.21% of the portfolio, ranked #18.

New Dimensions Wealth Management first reported a position in DISV in Q2 2025 and has held it in 5 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • New Dimensions Wealth Management held 6,868 shares of Dimensional International Small Cap Value ETF worth $276K as of Q2 2026.
  • New Dimensions Wealth Management left its Dimensional International Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional International Small Cap Value ETF made up 0.21% of New Dimensions Wealth Management's portfolio in Q2 2026, its #18 holding.
  • New Dimensions Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on New Dimensions Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.