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 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 $89.9B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

ADL

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Rialto Wealth Management's DISV Position: Q1 2026 in Review

Rialto Wealth Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 28% in Q1 2026, selling an estimated $1.19M and leaving 74,180 shares worth $2.93M. The position accounts for 0.66% of the portfolio, ranked #33.

Rialto Wealth Management first reported a position in DISV in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.93M in Q4 2025. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Rialto Wealth Management held 74,180 shares of Dimensional International Small Cap Value ETF worth $2.93M as of Q1 2026.
Rialto Wealth Management sold 29,370 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $1.19M.
Dimensional International Small Cap Value ETF made up 0.66% of Rialto Wealth Management's portfolio in Q1 2026, its #33 holding.
Rialto Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's Dimensional International Small Cap Value ETF position peaked at $3.93M in Q4 2025.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.