SAG
DISV icon

SageView Advisory Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

SageView Advisory Group’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
2025
Q4 		$824K Sell
21,672
-884
-4% -$32.1K 0.03% 274
2025
Q3 		$805K Sell
22,556
-604
-3% -$20.7K 0.03% 291
2025
Q2 		$774K Sell
23,160
-759
-3% -$23.4K 0.03% 279
2025
Q1 		$697K Sell
23,919
-105
-0.4% -$2.96K 0.03% 281
2024
Q4 		$638K Sell
24,024
-34
-0.1% -$933 0.03% 298
2024
Q3 		$699K Buy
24,058
+225
+0.9% +$6.28K 0.04% 246
2024
Q2 		$641K Buy
23,833
+52
+0.2% +$1.43K 0.03% 297
2024
Q1 		$647K Sell
23,781
-308
-1% -$7.93K 0.03% 272
2023
Q4 		$613K Sell
24,089
-345
-1% -$8.29K 0.03% 350
2023
Q3 		$581K Buy
24,434
+244
+1% +$5.95K 0.03% 308
2023
Q2 		$572K Buy
24,190
+162
+0.7% +$3.89K 0.03% 327
2023
Q1 		$572K Buy
24,028
+352
+1% +$8.35K 0.04% 285
2022
Q4 		$526K Buy
+23,676
New +$494K 0.04% 234

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SageView Advisory Group's DISV Position: Q4 2025 in Review

SageView Advisory Group reduced its Dimensional International Small Cap Value ETF (DISV) stake by 3.9% in Q4 2025, selling an estimated $32.1K and leaving 21,672 shares worth $824K. The position accounts for 0.03% of the portfolio, ranked #274.

SageView Advisory Group first reported a position in DISV in Q4 2022 and has held it in 13 quarters since. 423 funds tracked by Wall St. Rank hold DISV as of Q4 2025.

  • SageView Advisory Group held 21,672 shares of Dimensional International Small Cap Value ETF worth $824K as of Q4 2025.
  • SageView Advisory Group sold 884 Dimensional International Small Cap Value ETF shares in Q4 2025, an estimated $32.1K.
  • Dimensional International Small Cap Value ETF made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #274 holding.
  • SageView Advisory Group first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 13 quarters since.
  • 423 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.