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Samalin Investment Counsel’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Samalin Investment Counsel’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 		$411K Buy
10,413
+303
+3% +$12.3K 0.15% 196
2025
Q4 		$384K Buy
10,110
+203
+2% +$7.36K 0.14% 208
2025
Q3 		$354K Buy
9,907
+153
+2% +$5.25K 0.12% 224
2025
Q2 		$321K Sell
9,754
-554
-5% -$17.1K 0.12% 241
2025
Q1 		$300K Buy
10,308
+2,306
+29% +$65K 0.12% 244
2024
Q4 		$213K Buy
+8,002
New +$220K 0.09% 257

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 $10B AUM 15.14% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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

Samalin Investment Counsel's DISV Position: Q1 2026 in Review

Samalin Investment Counsel increased its Dimensional International Small Cap Value ETF (DISV) stake by 3% in Q1 2026, buying an estimated $12.3K and bringing the position to 10,413 shares worth $411K. The position accounts for 0.15% of the portfolio, ranked #196.

Samalin Investment Counsel first reported a position in DISV in Q4 2024 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • Samalin Investment Counsel held 10,413 shares of Dimensional International Small Cap Value ETF worth $411K as of Q1 2026.
  • Samalin Investment Counsel bought 303 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $12.3K.
  • Dimensional International Small Cap Value ETF made up 0.15% of Samalin Investment Counsel's portfolio in Q1 2026, its #196 holding.
  • Samalin Investment Counsel first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.