SA
DISV icon

Stolz & Associates’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Stolz & Associates’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 		$225K Hold
5,410
– – 0.16% 28
2025
Q4 		$206K Buy
+5,410
New +$196K 0.16% 31

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 $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
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 $1.43B AUM 22.07% 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

Stolz & Associates's DISV Position: Q1 2026 in Review

Stolz & Associates held its Dimensional International Small Cap Value ETF (DISV) position steady in Q1 2026 at 5,410 shares worth $225K. The position accounts for 0.16% of the portfolio, ranked #28.

Stolz & Associates first reported a position in DISV in Q4 2025 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • Stolz & Associates held 5,410 shares of Dimensional International Small Cap Value ETF worth $225K as of Q1 2026.
  • Stolz & Associates left its Dimensional International Small Cap Value ETF share count unchanged in Q1 2026.
  • Dimensional International Small Cap Value ETF made up 0.16% of Stolz & Associates's portfolio in Q1 2026, its #28 holding.
  • Stolz & Associates first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Stolz & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.