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 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 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 $7.07B 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 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

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

Seaside Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 1.3% in Q1 2026, buying an estimated $186K and bringing the position to 369,183 shares worth $14.6M. The position accounts for 4.1% of the portfolio, ranked #5.

Seaside Wealth Management first reported a position in DISV in Q2 2023 and has held it in 12 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Seaside Wealth Management held 369,183 shares of Dimensional International Small Cap Value ETF worth $14.6M as of Q1 2026.
Seaside Wealth Management bought 4,609 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $186K.
Dimensional International Small Cap Value ETF made up 4.1% of Seaside Wealth Management's portfolio in Q1 2026, its #5 holding.
Seaside Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.