W.H. Cornerstone Investments’s Dimensional International Small Cap Value ETF DISV Stock Holding History

W.H. Cornerstone Investments’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	$1.55M	Sell	39,392 -11,365	-22%	-$460K	0.97%	23
2025 Q4	$1.93M	Buy	50,757 +2,780	+6%	+$101K	1.16%	20
2025 Q3	$1.71M	Buy	47,977 +1,241	+3%	+$42.5K	1.04%	21
2025 Q2	$1.54M	Sell	46,736 -1,130	-2%	-$34.8K	0.97%	22
2025 Q1	$1.39M	Sell	47,866 -232	-0.5%	-$6.54K	0.96%	19
2024 Q4	$1.28M	Buy	48,098 +2,150	+5%	+$59K	0.85%	24
2024 Q3	$1.33M	Buy	45,948 +11,108	+32%	+$310K	0.9%	25
2024 Q2	$937K	Buy	34,840 +1,368	+4%	+$37.5K	0.66%	37
2024 Q1	$910K	Buy	33,472 +13,741	+70%	+$354K	0.66%	42
2023 Q4	$509K	Buy	+19,731	New	+$474K	0.4%	69

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

W.H. Cornerstone Investments's DISV Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its Dimensional International Small Cap Value ETF (DISV) stake by 22% in Q1 2026, selling an estimated $460K and leaving 39,392 shares worth $1.55M. The position accounts for 0.97% of the portfolio, ranked #23.

W.H. Cornerstone Investments first reported a position in DISV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.93M in Q4 2025. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

W.H. Cornerstone Investments held 39,392 shares of Dimensional International Small Cap Value ETF worth $1.55M as of Q1 2026.
W.H. Cornerstone Investments sold 11,365 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $460K.
Dimensional International Small Cap Value ETF made up 0.97% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #23 holding.
W.H. Cornerstone Investments first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
W.H. Cornerstone Investments's Dimensional International Small Cap Value ETF position peaked at $1.93M in Q4 2025.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.