SWP
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Strategic Wealth Partners’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Strategic Wealth Partners’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 		$35.4K Buy
898
+3
+0.3% +$121 ﹤0.01% 582
2025
Q4 		$34K Sell
895
-507
-36% -$18.4K ﹤0.01% 589
2025
Q3 		$50K Buy
1,402
+1,375
+5,093% +$47.1K ﹤0.01% 552
2025
Q2 		$877 Buy
+27
New +$831 ﹤0.01% 1052

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

Strategic Wealth Partners's DISV Position: Q1 2026 in Review

Strategic Wealth Partners increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.34% in Q1 2026, buying an estimated $121 and bringing the position to 898 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Strategic Wealth Partners first reported a position in DISV in Q2 2025 and has held it in 4 quarters since. The position peaked at $50K in Q3 2025. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • Strategic Wealth Partners held 898 shares of Dimensional International Small Cap Value ETF worth $35.4K as of Q1 2026.
  • Strategic Wealth Partners bought 3 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $121.
  • Dimensional International Small Cap Value ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #582 holding.
  • Strategic Wealth Partners first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Dimensional International Small Cap Value ETF position peaked at $50K in Q3 2025.
  • 453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.