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 Q3	$749K	Sell	17,303 -387	-2%	-$16.7K	0.19%	35
2026 Q2	$710K	Sell	17,690 -36	-0.2%	-$1.49K	0.2%	36
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Parkshore Wealth Management's DISV Position: Q3 2026 in Review

Parkshore Wealth Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 2.2% in Q3 2026, selling an estimated $16.7K and leaving 17,303 shares worth $749K. The position accounts for 0.19% of the portfolio, ranked #35.

Parkshore Wealth Management first reported a position in DISV in Q4 2024 and has held it in 8 quarters since. 300 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

Parkshore Wealth Management held 17,303 shares of Dimensional International Small Cap Value ETF worth $749K as of Q3 2026.
Parkshore Wealth Management sold 387 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $16.7K.
Dimensional International Small Cap Value ETF made up 0.19% of Parkshore Wealth Management's portfolio in Q3 2026, its #35 holding.
Parkshore Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
300 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.