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

Rialto Wealth Management’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 Q2	$2.78M	Sell	69,324 -4,856	-7%	-$201K	0.55%	41
2026 Q1	$2.93M	Sell	74,180 -29,370	-28%	-$1.19M	0.66%	33
2025 Q4	$3.93M	Buy	103,550 +8,031	+8%	+$291K	0.94%	25
2025 Q3	$3.41M	Buy	95,519 +11,080	+13%	+$380K	0.88%	28
2025 Q2	$2.78M	Buy	84,439 +28,709	+52%	+$884K	0.78%	30
2025 Q1	$1.62M	Buy	55,730 +40,258	+260%	+$1.13M	0.51%	48
2024 Q4	$411K	Buy	+15,472	New	+$425K	0.14%	100

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Rialto Wealth Management's DISV Position: Q2 2026 in Review

Rialto Wealth Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 6.5% in Q2 2026, selling an estimated $201K and leaving 69,324 shares worth $2.78M. The position accounts for 0.55% of the portfolio, ranked #41.

Rialto Wealth Management first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.93M in Q4 2025. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Rialto Wealth Management held 69,324 shares of Dimensional International Small Cap Value ETF worth $2.78M as of Q2 2026.
Rialto Wealth Management sold 4,856 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $201K.
Dimensional International Small Cap Value ETF made up 0.55% of Rialto Wealth Management's portfolio in Q2 2026, its #41 holding.
Rialto Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's Dimensional International Small Cap Value ETF position peaked at $3.93M in Q4 2025.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.