Shearwater Capital’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Shearwater Capital’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 Q3	$1.92M	Buy	44,287 +2,318	+6%	+$100K	0.91%	14
2026 Q2	$1.68M	Buy	41,969 +11,003	+36%	+$456K	0.8%	17
2026 Q1	$1.22M	Buy	30,966 +3,895	+14%	+$158K	0.64%	22
2025 Q4	$1.03M	Buy	27,071 +827	+3%	+$30K	0.59%	21
2025 Q3	$937K	Buy	26,244 +67	+0.3%	+$2.3K	0.56%	23
2025 Q2	$861K	Buy	26,177 +24	+0.1%	+$739	0.54%	23
2025 Q1	$762K	Buy	26,153 +1,987	+8%	+$56K	0.54%	22
2024 Q4	$642K	Buy	24,166 +221	+0.9%	+$6.06K	0.44%	24
2024 Q3	$696K	Buy	23,945 +1,359	+6%	+$37.9K	0.48%	23
2024 Q2	$608K	Buy	22,586 +4,677	+26%	+$128K	0.45%	24
2024 Q1	$487K	Buy	17,909 +2,721	+18%	+$70K	0.36%	28
2023 Q4	$392K	Buy	15,188 +643	+4%	+$15.5K	0.31%	30
2023 Q3	$346K	Sell	14,545 -54	-0.4%	-$1.32K	0.31%	31
2023 Q2	$345K	Buy	14,599 +13	+0.1%	+$312	0.3%	31
2023 Q1	$347K	Buy	14,586 +3,180	+28%	+$75.4K	0.32%	27
2022 Q4	$253K	Buy	+11,406	New	+$238K	0.26%	32

Other funds holding DISV

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shearwater Capital's DISV Position: Q3 2026 in Review

Shearwater Capital increased its Dimensional International Small Cap Value ETF (DISV) stake by 5.5% in Q3 2026, buying an estimated $100K and bringing the position to 44,287 shares worth $1.92M. The position accounts for 0.91% of the portfolio, ranked #14.

Shearwater Capital first reported a position in DISV in Q4 2022 and has held it in 16 quarters since. 322 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

Shearwater Capital held 44,287 shares of Dimensional International Small Cap Value ETF worth $1.92M as of Q3 2026.
Shearwater Capital bought 2,318 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $100K.
Dimensional International Small Cap Value ETF made up 0.91% of Shearwater Capital's portfolio in Q3 2026, its #14 holding.
Shearwater Capital first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
322 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Shearwater Capital's 13F filing for Q3 2026, filed 13 Oct 2026.