Root Financial Partners
DISV icon

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
Q3 		$694K Buy
16,035
+6,883
+75% +$297K 0.02% 183
2026
Q2 		$367K Buy
9,152
+2,192
+31% +$90.9K 0.01% 243
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

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Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
William Mack & Associates
William Mack & Associates Troy, Michigan $319M AUM 12.97% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Financial Harvest
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
NorthAvenue LLC
NorthAvenue LLC Columbus, Ohio $142M AUM 13.52% 1-Year Est. Return

Root Financial Partners's DISV Position: Q3 2026 in Review

Root Financial Partners increased its Dimensional International Small Cap Value ETF (DISV) stake by 75% in Q3 2026, buying an estimated $297K and bringing the position to 16,035 shares worth $694K. The position accounts for 0.02% of the portfolio, ranked #183.

Root Financial Partners first reported a position in DISV in Q3 2025 and has held it in 5 quarters since. 209 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • Root Financial Partners held 16,035 shares of Dimensional International Small Cap Value ETF worth $694K as of Q3 2026.
  • Root Financial Partners bought 6,883 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $297K.
  • Dimensional International Small Cap Value ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #183 holding.
  • Root Financial Partners first reported a position in Dimensional International Small Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 209 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.