PWM
DISV icon

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

Parkworth 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
2025
Q2 		$1.74M Buy
52,946
+1,854
+4% +$57.1K 1.26% 19
2025
Q1 		$1.49M Sell
51,092
-295
-0.6% -$8.31K 1.19% 21
2024
Q4 		$1.37M Buy
+51,387
New +$1.41M 1.14% 20

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Parkworth Wealth Management's DISV Position: Q2 2025 in Review

Parkworth Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 3.6% in Q2 2025, buying an estimated $57.1K and bringing the position to 52,946 shares worth $1.74M. The position accounts for 1.26% of the portfolio, ranked #19.

Parkworth Wealth Management first reported a position in DISV in Q4 2024 and has held it in 3 quarters since. 346 funds tracked by Wall St. Rank hold DISV as of Q2 2025.

  • Parkworth Wealth Management held 52,946 shares of Dimensional International Small Cap Value ETF worth $1.74M as of Q2 2025.
  • Parkworth Wealth Management bought 1,854 Dimensional International Small Cap Value ETF shares in Q2 2025, an estimated $57.1K.
  • Dimensional International Small Cap Value ETF made up 1.26% of Parkworth Wealth Management's portfolio in Q2 2025, its #19 holding.
  • Parkworth Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 346 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.