Wealth Enhancement Advisory Services
DISV icon

Wealth Enhancement Advisory Services’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Wealth Enhancement Advisory Services’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 		$31.1M Buy
733,521
+272,111
+59% +$11.7M 0.05% 353
2026
Q2 		$18.9M Buy
461,410
+47,252
+11% +$1.96M 0.03% 459
2026
Q1 		$16.4M Sell
414,158
-202,975
-33% -$8.21M 0.03% 451
2025
Q4 		$23.9M Sell
617,133
-10,655
-2% -$386K 0.03% 430
2025
Q3 		$22.5M Buy
627,788
+2,632
+0.4% +$90.2K 0.03% 425
2025
Q2 		$20.8M Buy
625,156
+36,057
+6% +$1.11M 0.03% 414
2025
Q1 		$17.2M Buy
589,099
+42,792
+8% +$1.21M 0.03% 443
2024
Q4 		$14.5M Buy
546,307
+78,154
+17% +$2.14M 0.03% 459
2024
Q3 		$13.6M Sell
468,153
-184,864
-28% -$5.16M 0.03% 442
2024
Q2 		$17.6M Buy
653,017
+4,320
+0.7% +$119K 0.04% 358
2024
Q1 		$17.6M Buy
648,697
+33,294
+5% +$857K 0.05% 354
2023
Q4 		$15.9M Buy
615,403
+15,683
+3% +$377K 0.05% 345
2023
Q3 		$14.3M Buy
+599,720
New +$14.6M 0.05% 334

Other funds holding DISV

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Monograph Wealth Advisors
Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's DISV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional International Small Cap Value ETF (DISV) stake by 59% in Q3 2026, buying an estimated $11.7M and bringing the position to 733,521 shares worth $31.1M. The position accounts for 0.05% of the portfolio, ranked #353.

Wealth Enhancement Advisory Services first reported a position in DISV in Q3 2023 and has held it in 13 quarters since. 331 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • Wealth Enhancement Advisory Services held 733,521 shares of Dimensional International Small Cap Value ETF worth $31.1M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 272,111 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $11.7M.
  • Dimensional International Small Cap Value ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #353 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional International Small Cap Value ETF in Q3 2023 and has held it in 13 quarters since.
  • 331 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.