TWD
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True Wealth Design’s Dimensional International Small Cap Value ETF DISV Stock Holding History

True Wealth Design’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
2025
Q4 		– Sell
-89
Closed -$3.19K – 2635
2025
Q3 		$3.19K Buy
+89
New +$3.05K ﹤0.01% 1282

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

True Wealth Design's DISV Position: Q4 2025 in Review

True Wealth Design sold out of Dimensional International Small Cap Value ETF (DISV) in Q4 2025, closing a stake of 89 shares — an estimated $3.19K sold.

True Wealth Design first reported a position in DISV in Q3 2025 and held it in 1 quarter. The position peaked at $3.19K in Q3 2025. 425 funds tracked by Wall St. Rank hold DISV as of Q4 2025.

  • True Wealth Design reported no remaining Dimensional International Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 89 Dimensional International Small Cap Value ETF shares in Q4 2025, an estimated $3.19K.
  • True Wealth Design first reported a position in Dimensional International Small Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • True Wealth Design's Dimensional International Small Cap Value ETF position peaked at $3.19K in Q3 2025.
  • 425 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.