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

Ruedi 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	$3.98M	Sell	100,898 -8,215	-8%	-$332K	1.02%	19
2025 Q4	$4.15M	Sell	109,113 -1,465	-1%	-$53.1K	1.09%	18
2025 Q3	$3.95M	Sell	110,578 -2,248	-2%	-$77.1K	1.1%	18
2025 Q2	$3.71M	Sell	112,826 -22,420	-17%	-$690K	1.1%	18
2025 Q1	$3.94M	Buy	135,246 +3,621	+3%	+$102K	1.23%	18
2024 Q4	$3.5M	Buy	131,625 +16,427	+14%	+$451K	1.1%	18
2024 Q3	$3.35M	Buy	115,198 +9,484	+9%	+$265K	1.15%	18
2024 Q2	$2.84M	Buy	105,714 +19,877	+23%	+$546K	1.12%	17
2024 Q1	$2.33M	Buy	85,837 +9,629	+13%	+$248K	0.98%	18
2023 Q4	$1.97M	Buy	76,208 +15,636	+26%	+$376K	0.93%	17
2023 Q3	$1.44M	Buy	60,572 +5,000	+9%	+$122K	0.83%	17
2023 Q2	$1.31M	Buy	55,572 +1,845	+3%	+$44.3K	0.77%	17
2023 Q1	$1.28M	Buy	53,727 +1,145	+2%	+$27.2K	0.82%	17
2022 Q4	$1.17M	Buy	+52,582	New	+$1.1M	0.82%	17

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

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

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

Ruedi Wealth Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 7.5% in Q1 2026, selling an estimated $332K and leaving 100,898 shares worth $3.98M. The position accounts for 1.02% of the portfolio, ranked #19.

Ruedi Wealth Management first reported a position in DISV in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.15M in Q4 2025. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Ruedi Wealth Management held 100,898 shares of Dimensional International Small Cap Value ETF worth $3.98M as of Q1 2026.
Ruedi Wealth Management sold 8,215 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $332K.
Dimensional International Small Cap Value ETF made up 1.02% of Ruedi Wealth Management's portfolio in Q1 2026, its #19 holding.
Ruedi Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
Ruedi Wealth Management's Dimensional International Small Cap Value ETF position peaked at $4.15M in Q4 2025.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.