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

Wealth Enhancement Trust 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
Q2 		$403K Sell
10,051
-1,001
-9% -$41.5K 0.04% 227
2026
Q1 		$436K Buy
11,052
+1,238
+13% +$50.1K 0.05% 212
2025
Q4 		$373K Buy
+9,814
New +$356K 0.05% 214

Other funds holding DISV

Focus Partners Wealth
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
MG
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Wealth Enhancement Trust Services's DISV Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Dimensional International Small Cap Value ETF (DISV) stake by 9.1% in Q2 2026, selling an estimated $41.5K and leaving 10,051 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #227.

Wealth Enhancement Trust Services first reported a position in DISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $436K in Q1 2026. 388 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Wealth Enhancement Trust Services held 10,051 shares of Dimensional International Small Cap Value ETF worth $403K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 1,001 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $41.5K.
  • Dimensional International Small Cap Value ETF made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #227 holding.
  • Wealth Enhancement Trust Services first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Dimensional International Small Cap Value ETF position peaked at $436K in Q1 2026.
  • 388 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.