SRB
DISV icon

Shotwell Rutter Baer’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Shotwell Rutter Baer’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 		$9.38M Buy
216,693
+39
+0% +$1.68K 5.21% 9
2026
Q2 		$8.69M Sell
216,654
-7,785
-3% -$323K 4.77% 9
2026
Q1 		$8.85M Sell
224,439
-3,811
-2% -$154K 5.2% 9
2025
Q4 		$8.85M Buy
228,250
+1,944
+0.9% +$70.5K 5.31% 9
2025
Q3 		$8.13M Sell
226,306
-6,200
-3% -$213K 5.24% 10
2025
Q2 		$7.72M Sell
232,506
-2,862
-1% -$88.1K 5.24% 10
2025
Q1 		$6.22M Buy
235,368
+861
+0.4% +$24.3K 5.48% 8
2024
Q4 		$6.12M Buy
234,507
+5,156
+2% +$141K 5.16% 8
2024
Q3 		$6.6M Buy
229,351
+7,248
+3% +$202K 5.43% 8
2024
Q2 		$6.07M Buy
222,103
+1,824
+0.8% +$50.1K 5.38% 8
2024
Q1 		$6.05M Buy
220,279
+1,645
+0.8% +$42.3K 12.27% 4
2023
Q4 		$5.58M Buy
+218,634
New +$5.26M 5.32% 9

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
FH
Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
MWM
Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return

Shotwell Rutter Baer's DISV Position: Q3 2026 in Review

Shotwell Rutter Baer increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.02% in Q3 2026, buying an estimated $1.68K and bringing the position to 216,693 shares worth $9.38M. The position accounts for 5.21% of the portfolio, ranked #9.

Shotwell Rutter Baer first reported a position in DISV in Q4 2023 and has held it in 12 quarters since. 103 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • Shotwell Rutter Baer held 216,693 shares of Dimensional International Small Cap Value ETF worth $9.38M as of Q3 2026.
  • Shotwell Rutter Baer bought 39 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $1.68K.
  • Dimensional International Small Cap Value ETF made up 5.21% of Shotwell Rutter Baer's portfolio in Q3 2026, its #9 holding.
  • Shotwell Rutter Baer first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 103 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.