SWM
DISV icon

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

Seaside 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
Q2 		$14.9M Buy
372,300
+3,117
+0.8% +$129K 3.69% 6
2026
Q1 		$14.6M Buy
369,183
+4,609
+1% +$186K 4.1% 5
2025
Q4 		$13.9M Sell
364,574
-4,290
-1% -$156K 3.95% 5
2025
Q3 		$13.2M Sell
368,864
-2,513
-0.7% -$86.2K 3.91% 5
2025
Q2 		$12.2M Buy
371,377
+6,712
+2% +$207K 3.89% 5
2025
Q1 		$10.6M Buy
364,665
+16,926
+5% +$477K 3.79% 7
2024
Q4 		$9.24M Buy
347,739
+19,172
+6% +$526K 3.38% 7
2024
Q3 		$9.55M Buy
328,567
+12,190
+4% +$340K 3.61% 7
2024
Q2 		$8.51M Buy
316,377
+11,522
+4% +$316K 3.53% 7
2024
Q1 		$8.29M Buy
304,855
+6,277
+2% +$162K 3.54% 6
2023
Q4 		$7.7M Buy
298,578
+20,318
+7% +$488K 3.52% 7
2023
Q3 		$6.62M Buy
278,260
+15,019
+6% +$366K 3.36% 8
2023
Q2 		$6.23M Buy
+263,241
New +$6.32M 3.22% 9

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Seaside Wealth Management's DISV Position: Q2 2026 in Review

Seaside Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.84% in Q2 2026, buying an estimated $129K and bringing the position to 372,300 shares worth $14.9M. The position accounts for 3.69% of the portfolio, ranked #6.

Seaside Wealth Management first reported a position in DISV in Q2 2023 and has held it in 13 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Seaside Wealth Management held 372,300 shares of Dimensional International Small Cap Value ETF worth $14.9M as of Q2 2026.
  • Seaside Wealth Management bought 3,117 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $129K.
  • Dimensional International Small Cap Value ETF made up 3.69% of Seaside Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Seaside Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.