Shore Point Advisors
DISV icon

Shore Point Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Shore Point Advisors’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 		$205K Buy
+4,740
New +$204K 0.07% 83
2026
Q2 		– Sell
-5,149
Closed -$203K – 80
2026
Q1 		$203K Buy
+5,149
New +$208K 0.08% 75

Other funds holding DISV

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Monograph Wealth Advisors
Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shore Point Advisors's DISV Position: Q3 2026 in Review

Shore Point Advisors opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q3 2026: 4,740 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #83 among its holdings. This is a return to the name: Shore Point Advisors previously reported a position in DISV as recently as Q1 2026.

Shore Point Advisors first reported a position in DISV in Q1 2026 and has held it in 2 quarters since. 322 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • Shore Point Advisors held 4,740 shares of Dimensional International Small Cap Value ETF worth $205K as of Q3 2026.
  • Dimensional International Small Cap Value ETF was a new Shore Point Advisors position in Q3 2026.
  • Dimensional International Small Cap Value ETF made up 0.07% of Shore Point Advisors's portfolio in Q3 2026, its #83 holding.
  • Shore Point Advisors first reported a position in Dimensional International Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 322 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Shore Point Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.