Wealthcare Advisory Partners’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-20,556	Closed	-$781K	–	1093
2025 Q4	$781K	Buy	20,556 +26	+0.1%	+$943	0.02%	575
2025 Q3	$733K	Sell	20,530 -959	-4%	-$32.9K	0.02%	577
2025 Q2	$707K	Buy	21,489 +444	+2%	+$13.7K	0.02%	557
2025 Q1	$613K	Buy	21,045 +1,199	+6%	+$33.8K	0.02%	550
2024 Q4	$527K	Sell	19,846 -4,958	-20%	-$136K	0.01%	555
2024 Q3	$721K	Buy	24,804 +2,358	+11%	+$65.8K	0.02%	487
2024 Q2	$604K	Buy	22,446 +7,446	+50%	+$204K	0.02%	494
2024 Q1	$408K	Buy	15,000 +670	+5%	+$17.2K	0.01%	579
2023 Q4	$370K	Buy	+14,330	New	+$344K	0.01%	550

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

Wealthcare Advisory Partners's DISV Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of Dimensional International Small Cap Value ETF (DISV) in Q1 2026, closing a stake of 20,556 shares — an estimated $781K sold.

Wealthcare Advisory Partners first reported a position in DISV in Q4 2023 and held it in 9 quarters. The position peaked at $781K in Q4 2025. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Wealthcare Advisory Partners reported no remaining Dimensional International Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 20,556 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $781K.
Wealthcare Advisory Partners first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and held it in 9 quarters.
Wealthcare Advisory Partners's Dimensional International Small Cap Value ETF position peaked at $781K in Q4 2025.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.