RWML
DISV icon

RAFFA WEALTH MANAGEMENT, LLC’s Dimensional International Small Cap Value ETF DISV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2025
Q3 		– Sell
-1,370
Closed -$45.1K – 1191
2025
Q2 		$45.1K Buy
+1,370
New +$42.2K 0.01% 187

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northern Trust
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

RAFFA WEALTH MANAGEMENT, LLC's DISV Position: Q3 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Dimensional International Small Cap Value ETF (DISV) in Q3 2025, closing a stake of 1,370 shares — an estimated $45.1K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DISV in Q2 2025 and held it in 1 quarter. The position peaked at $45.1K in Q2 2025. 362 funds tracked by Wall St. Rank hold DISV as of Q3 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Dimensional International Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1,370 Dimensional International Small Cap Value ETF shares in Q3 2025, an estimated $45.1K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Dimensional International Small Cap Value ETF position peaked at $45.1K in Q2 2025.
  • 362 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2025, filed 27 Jul 2026.