Pinney & Scofield’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Pinney & Scofield’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	$9.63M	Sell	244,163 -1,751	-0.7%	-$70.8K	5.19%	7
2025 Q4	$9.34M	Buy	245,914 +10,177	+4%	+$369K	5.3%	6
2025 Q3	$8.41M	Buy	235,737 +3,698	+2%	+$127K	5.22%	6
2025 Q2	$7.64M	Buy	232,039 +916	+0.4%	+$28.2K	5.17%	6
2025 Q1	$6.73M	Buy	231,123 +24,620	+12%	+$694K	4.87%	6
2024 Q4	$5.49M	Buy	+206,503	New	+$5.67M	4.15%	7

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

Pinney & Scofield's DISV Position: Q1 2026 in Review

Pinney & Scofield reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.71% in Q1 2026, selling an estimated $70.8K and leaving 244,163 shares worth $9.63M. The position accounts for 5.19% of the portfolio, ranked #7.

Pinney & Scofield 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.

Pinney & Scofield held 244,163 shares of Dimensional International Small Cap Value ETF worth $9.63M as of Q1 2026.
Pinney & Scofield sold 1,751 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $70.8K.
Dimensional International Small Cap Value ETF made up 5.19% of Pinney & Scofield's portfolio in Q1 2026, its #7 holding.
Pinney & Scofield 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 Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.