Triumph Capital Management
DISV icon

Triumph Capital Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Triumph Capital 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
Q3 		$2.08M Buy
47,999
+2,249
+5% +$96.9K 0.36% 62
2026
Q2 		$1.84M Buy
45,750
+4,180
+10% +$173K 0.33% 67
2026
Q1 		$1.64M Buy
41,570
+5,371
+15% +$217K 0.33% 64
2025
Q4 		$1.38M Buy
+36,199
New +$1.31M 0.3% 72

Other funds holding DISV

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Monograph Wealth Advisors
Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $257M AUM 14.41% 1-Year Est. Return

Triumph Capital Management's DISV Position: Q3 2026 in Review

Triumph Capital Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 4.9% in Q3 2026, buying an estimated $96.9K and bringing the position to 47,999 shares worth $2.08M. The position accounts for 0.36% of the portfolio, ranked #62.

Triumph Capital Management first reported a position in DISV in Q4 2025 and has held it in 4 quarters since. 345 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • Triumph Capital Management held 47,999 shares of Dimensional International Small Cap Value ETF worth $2.08M as of Q3 2026.
  • Triumph Capital Management bought 2,249 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $96.9K.
  • Dimensional International Small Cap Value ETF made up 0.36% of Triumph Capital Management's portfolio in Q3 2026, its #62 holding.
  • Triumph Capital Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 345 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.