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

Triad 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 Q3	$711K	Buy	16,413 +1,139	+7%	+$49.1K	0.04%	261
2026 Q2	$651K	Buy	15,274 +4,117	+37%	+$171K	0.04%	269
2026 Q1	$440K	Buy	11,157 +1,728	+18%	+$69.9K	0.03%	301
2025 Q4	$358K	Buy	9,429 +378	+4%	+$13.7K	0.03%	346
2025 Q3	$323K	Buy	9,051 +1,453	+19%	+$49.8K	0.04%	273
2025 Q2	$250K	Buy	+7,598	New	+$234K	0.05%	246

Other funds holding DISV

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Triad Wealth Partners's DISV Position: Q3 2026 in Review

Triad Wealth Partners increased its Dimensional International Small Cap Value ETF (DISV) stake by 7.5% in Q3 2026, buying an estimated $49.1K and bringing the position to 16,413 shares worth $711K. The position accounts for 0.04% of the portfolio, ranked #261.

Triad Wealth Partners first reported a position in DISV in Q2 2025 and has held it in 6 quarters since. 282 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

Triad Wealth Partners held 16,413 shares of Dimensional International Small Cap Value ETF worth $711K as of Q3 2026.
Triad Wealth Partners bought 1,139 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $49.1K.
Dimensional International Small Cap Value ETF made up 0.04% of Triad Wealth Partners's portfolio in Q3 2026, its #261 holding.
Triad Wealth Partners first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
282 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.