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Root Financial Partners’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Root Financial Partners’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 		$275K Buy
6,960
+4,503
+183% +$182K 0.01% 268
2025
Q4 		$93.4K Buy
2,457
+1,697
+223% +$61.5K ﹤0.01% 492
2025
Q3 		$27.1K Buy
+760
New +$26.1K ﹤0.01% 955

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
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
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

Root Financial Partners's DISV Position: Q1 2026 in Review

Root Financial Partners increased its Dimensional International Small Cap Value ETF (DISV) stake by 183% in Q1 2026, buying an estimated $182K and bringing the position to 6,960 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #268.

Root Financial Partners first reported a position in DISV in Q3 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • Root Financial Partners held 6,960 shares of Dimensional International Small Cap Value ETF worth $275K as of Q1 2026.
  • Root Financial Partners bought 4,503 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $182K.
  • Dimensional International Small Cap Value ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #268 holding.
  • Root Financial Partners first reported a position in Dimensional International Small Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.