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

Parkshore 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 Q1	$699K	Sell	17,726 -951	-5%	-$38.5K	0.23%	37
2025 Q4	$710K	Sell	18,677 -175	-0.9%	-$6.35K	0.27%	38
2025 Q3	$673K	Buy	18,852 +34	+0.2%	+$1.17K	0.27%	37
2025 Q2	$619K	Buy	18,818 +7,280	+63%	+$224K	0.3%	39
2025 Q1	$336K	Buy	11,538 +13	+0.1%	+$366	0.2%	47
2024 Q4	$306K	Buy	+11,525	New	+$316K	0.18%	52

Other funds holding DISV

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

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

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Parkshore Wealth Management's DISV Position: Q1 2026 in Review

Parkshore Wealth Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 5.1% in Q1 2026, selling an estimated $38.5K and leaving 17,726 shares worth $699K. The position accounts for 0.23% of the portfolio, ranked #37.

Parkshore Wealth Management first reported a position in DISV in Q4 2024 and has held it in 6 quarters since. The position peaked at $710K in Q4 2025. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Parkshore Wealth Management held 17,726 shares of Dimensional International Small Cap Value ETF worth $699K as of Q1 2026.
Parkshore Wealth Management sold 951 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $38.5K.
Dimensional International Small Cap Value ETF made up 0.23% of Parkshore Wealth Management's portfolio in Q1 2026, its #37 holding.
Parkshore Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Parkshore Wealth Management's Dimensional International Small Cap Value ETF position peaked at $710K in Q4 2025.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.