SPM
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Summit Portfolio Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Summit Portfolio 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 		$2.75M Buy
+69,797
New +$2.82M 1.77% 14

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $6.7B AUM 32.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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 $860B AUM 41.15% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Summit Portfolio Management's DISV Position: Q1 2026 in Review

Summit Portfolio Management opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q1 2026: 69,797 shares worth $2.75M. The stake represents 1.77% of the portfolio and ranks #14 among its holdings.

455 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • Summit Portfolio Management held 69,797 shares of Dimensional International Small Cap Value ETF worth $2.75M as of Q1 2026.
  • Dimensional International Small Cap Value ETF was a new Summit Portfolio Management position in Q1 2026.
  • Dimensional International Small Cap Value ETF made up 1.77% of Summit Portfolio Management's portfolio in Q1 2026, its #14 holding.
  • 455 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Summit Portfolio Management's 13F filing for Q1 2026, filed 30 Apr 2026.