Three Arch Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Three Arch 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 Q2	$1.63M	Sell	40,740 -273	-0.7%	-$11.3K	0.25%	32
2026 Q1	$1.62M	Sell	41,013 -6,044	-13%	-$245K	0.29%	29
2025 Q4	$1.79M	Buy	+47,057	New	+$1.71M	0.34%	28

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Three Arch Wealth Management's DISV Position: Q2 2026 in Review

Three Arch Wealth Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.67% in Q2 2026, selling an estimated $11.3K and leaving 40,740 shares worth $1.63M. The position accounts for 0.25% of the portfolio, ranked #32.

Three Arch Wealth Management first reported a position in DISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q4 2025. 473 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Three Arch Wealth Management held 40,740 shares of Dimensional International Small Cap Value ETF worth $1.63M as of Q2 2026.
Three Arch Wealth Management sold 273 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $11.3K.
Dimensional International Small Cap Value ETF made up 0.25% of Three Arch Wealth Management's portfolio in Q2 2026, its #32 holding.
Three Arch Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
Three Arch Wealth Management's Dimensional International Small Cap Value ETF position peaked at $1.79M in Q4 2025.
473 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Three Arch Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.