Valued Wealth Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Valued Wealth Advisors’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 Q1	$55.9K	Sell	1,416 -82	-5%	-$3.32K	0.02%	95
2025 Q4	$56.9K	Buy	1,498 +176	+13%	+$6.38K	0.03%	87
2025 Q3	$47.2K	Sell	1,322 -42	-3%	-$1.44K	0.02%	91
2025 Q2	$44.9K	Buy	+1,364	New	+$42K	0.02%	91
2024 Q3	–	Sell	-98	Closed	-$2.64K	–	645
2024 Q2	$2.64K	Hold	98	–	–	﹤0.01%	344
2024 Q1	$2.67K	Buy	+98	New	+$2.52K	﹤0.01%	325

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Valued Wealth Advisors's DISV Position: Q1 2026 in Review

Valued Wealth Advisors reduced its Dimensional International Small Cap Value ETF (DISV) stake by 5.5% in Q1 2026, selling an estimated $3.32K and leaving 1,416 shares worth $55.9K. The position accounts for 0.02% of the portfolio, ranked #95.

Valued Wealth Advisors first reported a position in DISV in Q1 2024 and has held it in 6 quarters since. The position peaked at $56.9K in Q4 2025. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Valued Wealth Advisors held 1,416 shares of Dimensional International Small Cap Value ETF worth $55.9K as of Q1 2026.
Valued Wealth Advisors sold 82 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $3.32K.
Dimensional International Small Cap Value ETF made up 0.02% of Valued Wealth Advisors's portfolio in Q1 2026, its #95 holding.
Valued Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q1 2024 and has held it in 6 quarters since.
Valued Wealth Advisors's Dimensional International Small Cap Value ETF position peaked at $56.9K in Q4 2025.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.