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

Vestia Personal 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	$3.9M	Buy	98,937 +9,345	+10%	+$378K	1.83%	17
2025 Q4	$3.57M	Buy	89,592 +14,057	+19%	+$510K	1.81%	15
2025 Q3	$2.7M	Buy	75,535 +6,561	+10%	+$225K	1.56%	15
2025 Q2	$2.27M	Buy	68,974 +2,074	+3%	+$63.8K	1.55%	13
2025 Q1	$1.95M	Buy	66,900 +9,387	+16%	+$264K	1.54%	15
2024 Q4	$1.53M	Buy	57,513 +14,523	+34%	+$398K	1.26%	16
2024 Q3	$1.25M	Buy	42,990 +1,355	+3%	+$37.8K	1.18%	19
2024 Q2	$1.12M	Buy	+41,635	New	+$1.14M	1.2%	18

Other funds holding DISV

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

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 $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 $1.59B AUM 26.56% 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

Vestia Personal Wealth Advisors's DISV Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 10% in Q1 2026, buying an estimated $378K and bringing the position to 98,937 shares worth $3.9M. The position accounts for 1.83% of the portfolio, ranked #17.

Vestia Personal Wealth Advisors first reported a position in DISV in Q2 2024 and has held it in 8 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Vestia Personal Wealth Advisors held 98,937 shares of Dimensional International Small Cap Value ETF worth $3.9M as of Q1 2026.
Vestia Personal Wealth Advisors bought 9,345 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $378K.
Dimensional International Small Cap Value ETF made up 1.83% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #17 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.