MCFP
DISV icon

McCarley & Cook Financial Planners’s Dimensional International Small Cap Value ETF DISV Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$110K Buy
2,534
+9
+0.4% +$388 0.08% 70
2026
Q2 		$101K Buy
2,525
+19
+0.8% +$788 0.08% 71
2026
Q1 		$98.8K Sell
2,506
-2,993
-54% -$121K 0.09% 73
2025
Q4 		$209K Buy
+5,499
New +$199K 0.19% 48

Other funds holding DISV

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Financial Harvest
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

McCarley & Cook Financial Planners's DISV Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.36% in Q3 2026, buying an estimated $388 and bringing the position to 2,534 shares worth $110K. The position accounts for 0.08% of the portfolio, ranked #70.

McCarley & Cook Financial Planners first reported a position in DISV in Q4 2025 and has held it in 4 quarters since. The position peaked at $209K in Q4 2025. 157 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • McCarley & Cook Financial Planners held 2,534 shares of Dimensional International Small Cap Value ETF worth $110K as of Q3 2026.
  • McCarley & Cook Financial Planners bought 9 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $388.
  • Dimensional International Small Cap Value ETF made up 0.08% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #70 holding.
  • McCarley & Cook Financial Planners first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Dimensional International Small Cap Value ETF position peaked at $209K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.