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

Perigon 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	$1.48M	Buy	34,299 +448	+1%	+$19.3K	0.02%	484
2026 Q2	$1.36M	Sell	33,851 -3,806	-10%	-$158K	0.02%	491
2026 Q1	$1.49M	Buy	37,657 +6,336	+20%	+$256K	0.03%	434
2025 Q4	$1.19M	Buy	31,321 +3,445	+12%	+$125K	0.02%	491
2025 Q3	$995K	Buy	27,876 +4,378	+19%	+$150K	0.02%	509
2025 Q2	$773K	Sell	23,498 -74	-0.3%	-$2.28K	0.02%	547
2025 Q1	$686K	Buy	23,572 +3,749	+19%	+$106K	0.02%	541
2024 Q4	$526K	Buy	+19,823	New	+$544K	0.01%	626

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

Evanson Financial Mclean, Virginia $2.03B AUM

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

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

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

Perigon Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 1.3% in Q3 2026, buying an estimated $19.3K and bringing the position to 34,299 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #484.

Perigon Wealth Management first reported a position in DISV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q1 2026. 157 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

Perigon Wealth Management held 34,299 shares of Dimensional International Small Cap Value ETF worth $1.48M as of Q3 2026.
Perigon Wealth Management bought 448 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $19.3K.
Dimensional International Small Cap Value ETF made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #484 holding.
Perigon Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Perigon Wealth Management's Dimensional International Small Cap Value ETF position peaked at $1.49M in Q1 2026.
157 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.