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

United 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 Q3	$13.6M	Buy	313,514 +2,852	+0.9%	+$123K	3.59%	7
2026 Q2	$12.5M	Sell	310,662 -763	-0.2%	-$31.6K	2.81%	9
2026 Q1	$12.3M	Buy	311,425 +3,923	+1%	+$159K	3.05%	9
2025 Q4	$11.7M	Buy	307,502 +4,729	+2%	+$172K	3.02%	9
2025 Q3	$10.8M	Buy	302,773 +63	+0%	+$2.16K	2.94%	9
2025 Q2	$10M	Sell	302,710 -3,086	-1%	-$95K	2.89%	9
2025 Q1	$8.9M	Buy	305,796 +29,645	+11%	+$835K	2.79%	10
2024 Q4	$7.34M	Buy	+276,151	New	+$7.58M	2.47%	10

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

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $257M AUM 14.41% 1-Year Est. Return

United Wealth Management's DISV Position: Q3 2026 in Review

United Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.92% in Q3 2026, buying an estimated $123K and bringing the position to 313,514 shares worth $13.6M. The position accounts for 3.59% of the portfolio, ranked #7.

United Wealth Management first reported a position in DISV in Q4 2024 and has held it in 8 quarters since. 345 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

United Wealth Management held 313,514 shares of Dimensional International Small Cap Value ETF worth $13.6M as of Q3 2026.
United Wealth Management bought 2,852 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $123K.
Dimensional International Small Cap Value ETF made up 3.59% of United Wealth Management's portfolio in Q3 2026, its #7 holding.
United Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
345 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on United Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.