Sutton Place Investors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Sutton Place Investors’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	$352K	Sell	8,922 -127	-1%	-$5.14K	0.19%	97
2025 Q4	$344K	Buy	9,049 +428	+5%	+$15.5K	0.19%	97
2025 Q3	$308K	Buy	8,621 +11	+0.1%	+$377	0.18%	99
2025 Q2	$283K	Buy	8,610 +577	+7%	+$17.8K	0.17%	95
2025 Q1	$234K	Buy	8,033 +164	+2%	+$4.62K	0.16%	99
2024 Q4	$209K	Buy	+7,869	New	+$216K	0.12%	127

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Sutton Place Investors's DISV Position: Q1 2026 in Review

Sutton Place Investors reduced its Dimensional International Small Cap Value ETF (DISV) stake by 1.4% in Q1 2026, selling an estimated $5.14K and leaving 8,922 shares worth $352K. The position accounts for 0.19% of the portfolio, ranked #97.

Sutton Place Investors first reported a position in DISV in Q4 2024 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Sutton Place Investors held 8,922 shares of Dimensional International Small Cap Value ETF worth $352K as of Q1 2026.
Sutton Place Investors sold 127 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $5.14K.
Dimensional International Small Cap Value ETF made up 0.19% of Sutton Place Investors's portfolio in Q1 2026, its #97 holding.
Sutton Place Investors first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.