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

Private Wealth Management Group’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	$8.42M	Sell	194,400 -28,606	-13%	-$1.23M	1.89%	15
2026 Q2	$8.95M	Sell	223,006 -6,068	-3%	-$252K	2.08%	15
2026 Q1	$9.03M	Sell	229,074 -21,113	-8%	-$854K	2.37%	14
2025 Q4	$9.5M	Sell	250,187 -25,431	-9%	-$922K	2.54%	15
2025 Q3	$9.8M	Sell	275,618 -17,354	-6%	-$595K	2.71%	15
2025 Q2	$9.6M	Sell	292,972 -19,932	-6%	-$613K	3.2%	12
2025 Q1	$9.11M	Sell	312,904 -10,388	-3%	-$293K	3.36%	12
2024 Q4	$8.59M	Sell	323,292 -39,842	-11%	-$1.09M	3.29%	11
2024 Q3	$10.6M	Sell	363,134 -12,430	-3%	-$347K	4.17%	10
2024 Q2	$10.1M	Sell	375,564 -71,656	-16%	-$1.97M	4.38%	10
2024 Q1	$12.2M	Buy	447,220 +52,576	+13%	+$1.35M	5.51%	5
2023 Q4	$10.2M	Buy	+394,644	New	+$9.49M	5%	6

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

Private Wealth Management Group's DISV Position: Q3 2026 in Review

Private Wealth Management Group reduced its Dimensional International Small Cap Value ETF (DISV) stake by 13% in Q3 2026, selling an estimated $1.23M and leaving 194,400 shares worth $8.42M. The position accounts for 1.89% of the portfolio, ranked #15.

Private Wealth Management Group first reported a position in DISV in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.2M in Q1 2024. 157 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

Private Wealth Management Group held 194,400 shares of Dimensional International Small Cap Value ETF worth $8.42M as of Q3 2026.
Private Wealth Management Group sold 28,606 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $1.23M.
Dimensional International Small Cap Value ETF made up 1.89% of Private Wealth Management Group's portfolio in Q3 2026, its #15 holding.
Private Wealth Management Group first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Dimensional International Small Cap Value ETF position peaked at $12.2M in Q1 2024.
157 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.