PS
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Principal Securities’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Principal Securities’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
Q4 		– Sell
-27
Closed -$964 – 1873
2025
Q3 		$964 Buy
+27
New +$926 ﹤0.01% 3413

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Securities's DISV Position: Q4 2025 in Review

Principal Securities sold out of Dimensional International Small Cap Value ETF (DISV) in Q4 2025, closing a stake of 27 shares — an estimated $964 sold.

Principal Securities first reported a position in DISV in Q3 2025 and held it in 1 quarter. The position peaked at $964 in Q3 2025. 423 funds tracked by Wall St. Rank hold DISV as of Q4 2025.

  • Principal Securities reported no remaining Dimensional International Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 27 Dimensional International Small Cap Value ETF shares in Q4 2025, an estimated $964.
  • Principal Securities first reported a position in Dimensional International Small Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Principal Securities's Dimensional International Small Cap Value ETF position peaked at $964 in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.