RWM
DISV icon

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

Rockwood 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 		$267K Hold
6,654
– – 0.02% 114
2026
Q1 		$262K Hold
6,654
– – 0.02% 101
2025
Q4 		$253K Hold
6,654
– – 0.02% 98
2025
Q3 		$237K Hold
6,654
– – 0.02% 95
2025
Q2 		$219K Buy
+6,654
New +$205K 0.02% 94

Other funds holding DISV

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

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

Rockwood Wealth Management held its Dimensional International Small Cap Value ETF (DISV) position steady in Q2 2026 at 6,654 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #114.

Rockwood Wealth Management first reported a position in DISV in Q2 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Rockwood Wealth Management held 6,654 shares of Dimensional International Small Cap Value ETF worth $267K as of Q2 2026.
  • Rockwood Wealth Management left its Dimensional International Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional International Small Cap Value ETF made up 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Rockwood Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.