Retirement Solution’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Retirement Solution’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 Q1	–	Sell	-151,209	Closed	-$4.02M	–	45
2024 Q4	$4.02M	Sell	151,209 -168	-0.1%	-$4.61K	1.05%	12
2024 Q3	$4.4M	Sell	151,377 -2,247	-1%	-$62.7K	1.07%	14
2024 Q2	$4.13M	Buy	153,624 +1,515	+1%	+$41.6K	1.11%	13
2024 Q1	$4.14M	Buy	152,109 +150	+0.1%	+$3.86K	1.12%	12
2023 Q4	$3.92M	Buy	151,959 +3,805	+3%	+$91.5K	1.16%	12
2023 Q3	$3.52M	Buy	148,154 +6,213	+4%	+$152K	1.16%	11
2023 Q2	$3.36M	Buy	141,941 +6,843	+5%	+$164K	1.08%	12
2023 Q1	$3.22M	Buy	+135,098	New	+$3.2M	1.13%	12

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Retirement Solution's DISV Position: Q1 2025 in Review

Retirement Solution sold out of Dimensional International Small Cap Value ETF (DISV) in Q1 2025, closing a stake of 151,209 shares — an estimated $4.02M sold.

Retirement Solution first reported a position in DISV in Q1 2023 and held it in 8 quarters. The position peaked at $4.4M in Q3 2024. 326 funds tracked by Wall St. Rank hold DISV as of Q1 2025.

Retirement Solution reported no remaining Dimensional International Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Retirement Solution sold 151,209 Dimensional International Small Cap Value ETF shares in Q1 2025, an estimated $4.02M.
Retirement Solution first reported a position in Dimensional International Small Cap Value ETF in Q1 2023 and held it in 8 quarters.
Retirement Solution's Dimensional International Small Cap Value ETF position peaked at $4.4M in Q3 2024.
326 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2025.

Based on Retirement Solution's 13F filing for Q1 2025, filed 17 Apr 2025.