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

SHP 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 		– Sell
-1,362
Closed -$51.8K – 1845
2025
Q4 		$51.8K Buy
+1,362
New +$49.4K ﹤0.01% 469

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Northern Trust
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

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

SHP Wealth Management sold out of Dimensional International Small Cap Value ETF (DISV) in Q1 2026, closing a stake of 1,362 shares — an estimated $51.8K sold.

SHP Wealth Management first reported a position in DISV in Q4 2025 and held it in 1 quarter. The position peaked at $51.8K in Q4 2025. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • SHP Wealth Management reported no remaining Dimensional International Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 1,362 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $51.8K.
  • SHP Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Dimensional International Small Cap Value ETF position peaked at $51.8K in Q4 2025.
  • 453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.