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 Q2	$1.41M	Sell	35,225 -4,167	-11%	-$173K	0.8%	30
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 $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

W.H. Cornerstone Investments's DISV Position: Q2 2026 in Review

W.H. Cornerstone Investments reduced its Dimensional International Small Cap Value ETF (DISV) stake by 11% in Q2 2026, selling an estimated $173K and leaving 35,225 shares worth $1.41M. The position accounts for 0.8% of the portfolio, ranked #30.

W.H. Cornerstone Investments first reported a position in DISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.93M in Q4 2025. 471 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

W.H. Cornerstone Investments held 35,225 shares of Dimensional International Small Cap Value ETF worth $1.41M as of Q2 2026.
W.H. Cornerstone Investments sold 4,167 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $173K.
Dimensional International Small Cap Value ETF made up 0.8% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #30 holding.
W.H. Cornerstone Investments first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
W.H. Cornerstone Investments's Dimensional International Small Cap Value ETF position peaked at $1.93M in Q4 2025.
471 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.