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

Ritholtz 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	$90M	Buy	2,281,524 +124,205	+6%	+$5.02M	1.56%	13
2025 Q4	$82M	Buy	2,157,319 +49,452	+2%	+$1.79M	1.5%	15
2025 Q3	$75.2M	Buy	2,107,867 +75,872	+4%	+$2.6M	1.46%	15
2025 Q2	$66.9M	Buy	2,031,995 +384,674	+23%	+$11.8M	1.48%	16
2025 Q1	$48M	Buy	1,647,321 +225,837	+16%	+$6.36M	1.43%	13
2024 Q4	$37.8M	Buy	1,421,484 +68,774	+5%	+$1.89M	1.11%	16
2024 Q3	$39.3M	Buy	1,352,710 +47,659	+4%	+$1.33M	1.18%	15
2024 Q2	$35.1M	Buy	1,305,051 +11,397	+0.9%	+$313K	1.16%	16
2024 Q1	$35.2M	Buy	1,293,654 +59,802	+5%	+$1.54M	1.21%	14
2023 Q4	$31.8M	Buy	1,233,852 +38,845	+3%	+$934K	1.23%	16
2023 Q3	$28.4M	Buy	1,195,007 +47,241	+4%	+$1.15M	1.28%	15
2023 Q2	$27.1M	Buy	1,147,766 +62,105	+6%	+$1.49M	1.22%	14
2023 Q1	$25.8M	Buy	1,085,661 +10,180	+0.9%	+$241K	1.29%	14
2022 Q4	$23.9M	Buy	1,075,481 +1,065,277	+10,440%	+$22.2M	1.33%	14
2022 Q3	$189K	Buy	+10,204	New	+$213K	0.01%	663

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 $7.79B AUM 20.38% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

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

Ritholtz Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 5.8% in Q1 2026, buying an estimated $5.02M and bringing the position to 2,281,524 shares worth $90M. The position accounts for 1.56% of the portfolio, ranked #13.

Ritholtz Wealth Management first reported a position in DISV in Q3 2022 and has held it in 15 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Ritholtz Wealth Management held 2,281,524 shares of Dimensional International Small Cap Value ETF worth $90M as of Q1 2026.
Ritholtz Wealth Management bought 124,205 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $5.02M.
Dimensional International Small Cap Value ETF made up 1.56% of Ritholtz Wealth Management's portfolio in Q1 2026, its #13 holding.
Ritholtz Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q3 2022 and has held it in 15 quarters since.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.