Vestment Financial’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Vestment Financial’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	$4.63M	Sell	108,263 -9	-0%	-$388	2.07%	13
2026 Q2	$4.4M	Sell	108,272 -210	-0.2%	-$8.71K	1.97%	14
2026 Q1	$4.53M	Sell	108,482 -267	-0.2%	-$10.8K	2.13%	13
2025 Q4	$4.24M	Buy	108,749 +1,120	+1%	+$40.6K	2.2%	12
2025 Q3	$3.85M	Buy	107,629 +595	+0.6%	+$20.4K	2.2%	13
2025 Q2	$3.53M	Buy	107,034 +2,346	+2%	+$72.2K	2.24%	13
2025 Q1	$3.06M	Buy	104,688 +8,596	+9%	+$242K	2.19%	12
2024 Q4	$2.55M	Buy	+96,092	New	+$2.64M	1.95%	13

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Jackson Thornton Wealth Management Montgomery, Alabama $1.33B AUM 20.85% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Vestment Financial's DISV Position: Q3 2026 in Review

Vestment Financial reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.01% in Q3 2026, selling an estimated $388 and leaving 108,263 shares worth $4.63M. The position accounts for 2.07% of the portfolio, ranked #13.

Vestment Financial first reported a position in DISV in Q4 2024 and has held it in 8 quarters since. 452 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

Vestment Financial held 108,263 shares of Dimensional International Small Cap Value ETF worth $4.63M as of Q3 2026.
Vestment Financial sold 9 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $388.
Dimensional International Small Cap Value ETF made up 2.07% of Vestment Financial's portfolio in Q3 2026, its #13 holding.
Vestment Financial first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
452 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Vestment Financial's 13F filing for Q3 2026, filed 13 Oct 2026.