PWM
DISV icon

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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MG
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
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
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

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

Perigon Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 20% in Q1 2026, buying an estimated $256K and bringing the position to 37,657 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #434.

Perigon Wealth Management first reported a position in DISV in Q4 2024 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • Perigon Wealth Management held 37,657 shares of Dimensional International Small Cap Value ETF worth $1.49M as of Q1 2026.
  • Perigon Wealth Management bought 6,336 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $256K.
  • Dimensional International Small Cap Value ETF made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #434 holding.
  • Perigon Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.