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DISV icon

Prosperity Planning’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Prosperity Planning’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 		$1.54M Sell
35,678
-411
-1% -$17.7K 0.34% 48
2026
Q2 		$1.45M Sell
36,089
-4,301
-11% -$178K 0.33% 49
2026
Q1 		$1.59M Sell
40,390
-1,466
-4% -$59.3K 0.4% 47
2025
Q4 		$1.59M Sell
41,856
-6,640
-14% -$241K 0.42% 47
2025
Q3 		$1.73M Sell
48,496
-1,047
-2% -$35.9K 0.47% 44
2025
Q2 		$1.63M Sell
49,543
-2,823
-5% -$86.9K 0.47% 43
2025
Q1 		$1.52M Sell
52,366
-531
-1% -$15K 0.48% 44
2024
Q4 		$1.41M Sell
52,897
-983
-2% -$27K 0.45% 44
2024
Q3 		$1.57M Sell
53,880
-128
-0.2% -$3.57K 0.5% 42
2024
Q2 		$1.45M Sell
54,008
-3,107
-5% -$85.3K 0.5% 39
2024
Q1 		$1.55M Sell
57,115
-176
-0.3% -$4.53K 0.54% 38
2023
Q4 		$1.48M Sell
57,291
-659
-1% -$15.8K 0.55% 40
2023
Q3 		$1.38M Sell
57,950
-419
-0.7% -$10.2K 0.58% 38
2023
Q2 		$1.38M Sell
58,369
-1,328
-2% -$31.9K 0.57% 38
2023
Q1 		$1.42M Buy
59,697
+5,035
+9% +$119K 0.62% 37
2022
Q4 		$1.31M Hold
54,662
– – 0.65% 33
2022
Q3 		$1.01M Buy
+54,662
New +$1.14M 0.53% 41

Other funds holding DISV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
SBA
Seven Bridges Advisors New York $221M AUM
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Prosperity Planning's DISV Position: Q3 2026 in Review

Prosperity Planning reduced its Dimensional International Small Cap Value ETF (DISV) stake by 1.1% in Q3 2026, selling an estimated $17.7K and leaving 35,678 shares worth $1.54M. The position accounts for 0.34% of the portfolio, ranked #48.

Prosperity Planning first reported a position in DISV in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.73M in Q3 2025. 23 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • Prosperity Planning held 35,678 shares of Dimensional International Small Cap Value ETF worth $1.54M as of Q3 2026.
  • Prosperity Planning sold 411 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $17.7K.
  • Dimensional International Small Cap Value ETF made up 0.34% of Prosperity Planning's portfolio in Q3 2026, its #48 holding.
  • Prosperity Planning first reported a position in Dimensional International Small Cap Value ETF in Q3 2022 and has held it in 17 quarters since.
  • Prosperity Planning's Dimensional International Small Cap Value ETF position peaked at $1.73M in Q3 2025.
  • 23 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.