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

WealthShield 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	$47.6K	Hold	1,206	–	–	0.01%	451
2025 Q4	$45.8K	Buy	1,206 +8	+0.7%	+$290	0.01%	438
2025 Q3	$42.8K	Buy	1,198 +6	+0.5%	+$206	﹤0.01%	439
2025 Q2	$39.2K	Buy	1,192 +19	+2%	+$585	﹤0.01%	432
2025 Q1	$34.1K	Buy	1,173 +2	+0.2%	+$56	﹤0.01%	430
2024 Q4	$31.1K	Sell	1,171 -96	-8%	-$2.63K	﹤0.01%	398
2024 Q3	$36.8K	Buy	1,267 +4	+0.3%	+$112	0.01%	398
2024 Q2	$34K	Buy	1,263 +18	+1%	+$494	0.01%	374
2024 Q1	$33.9K	Sell	1,245 -392	-24%	-$10.1K	0.01%	368
2023 Q4	$42.2K	Sell	1,637 -200	-11%	-$4.81K	0.01%	370
2023 Q3	$43.7K	Buy	1,837 +7	+0.4%	+$171	0.01%	377
2023 Q2	$43.3K	Sell	1,830 -38	-2%	-$912	0.01%	389
2023 Q1	$44.5K	Buy	+1,868	New	+$44.3K	0.01%	384

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

WealthShield Partners's DISV Position: Q1 2026 in Review

WealthShield Partners held its Dimensional International Small Cap Value ETF (DISV) position steady in Q1 2026 at 1,206 shares worth $47.6K. The position accounts for 0.01% of the portfolio, ranked #451.

WealthShield Partners first reported a position in DISV in Q1 2023 and has held it in 13 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

WealthShield Partners held 1,206 shares of Dimensional International Small Cap Value ETF worth $47.6K as of Q1 2026.
WealthShield Partners left its Dimensional International Small Cap Value ETF share count unchanged in Q1 2026.
Dimensional International Small Cap Value ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #451 holding.
WealthShield Partners first reported a position in Dimensional International Small Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.