RCS Financial Planning
DISV icon

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

RCS Financial 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 		$725K Sell
16,751
-6,751
-29% -$291K 0.39% 45
2026
Q2 		$943K Sell
23,502
-727
-3% -$30.2K 0.45% 40
2026
Q1 		$956K Sell
24,229
-1,523
-6% -$61.6K 0.5% 34
2025
Q4 		$979K Sell
25,752
-273
-1% -$9.9K 0.42% 43
2025
Q3 		$929K Sell
26,025
-910
-3% -$31.2K 0.41% 45
2025
Q2 		$886K Sell
26,935
-13,964
-34% -$430K 0.44% 41
2025
Q1 		$1.19M Sell
40,899
-2,457
-6% -$69.2K 0.63% 31
2024
Q4 		$1.15M Buy
43,356
+101
+0.2% +$2.77K 0.61% 34
2024
Q3 		$1.26M Sell
43,255
-615
-1% -$17.2K 0.7% 29
2024
Q2 		$1.18M Sell
43,870
-40,567
-48% -$1.11M 0.7% 29
2024
Q1 		$2.3M Sell
84,437
-12,969
-13% -$334K 1.41% 17
2023
Q4 		$2.51M Buy
97,406
+3,214
+3% +$77.3K 1.64% 14
2023
Q3 		$2.24M Buy
94,192
+6,120
+7% +$149K 1.71% 13
2023
Q2 		$2.08M Buy
88,072
+12,760
+17% +$306K 1.72% 14
2023
Q1 		$1.79M Buy
75,312
+2,075
+3% +$49.2K 1.59% 15
2022
Q4 		$1.63M Buy
+73,237
New +$1.53M 1.58% 14

Other funds holding DISV

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Monograph Wealth Advisors
Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RCS Financial Planning's DISV Position: Q3 2026 in Review

RCS Financial Planning reduced its Dimensional International Small Cap Value ETF (DISV) stake by 29% in Q3 2026, selling an estimated $291K and leaving 16,751 shares worth $725K. The position accounts for 0.39% of the portfolio, ranked #45.

RCS Financial Planning first reported a position in DISV in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.51M in Q4 2023. 322 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • RCS Financial Planning held 16,751 shares of Dimensional International Small Cap Value ETF worth $725K as of Q3 2026.
  • RCS Financial Planning sold 6,751 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $291K.
  • Dimensional International Small Cap Value ETF made up 0.39% of RCS Financial Planning's portfolio in Q3 2026, its #45 holding.
  • RCS Financial Planning first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • RCS Financial Planning's Dimensional International Small Cap Value ETF position peaked at $2.51M in Q4 2023.
  • 322 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.