Wealthspire Advisors (New York)’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Wealthspire Advisors (New York)’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	$847K	Hold	21,477	–	–	0.01%	442
2025 Q4	$816K	Buy	21,477 +1	+0%	+$36	0.01%	476
2025 Q3	$766K	Buy	21,476 +2	+0%	+$69	﹤0.01%	442
2025 Q2	$707K	Buy	21,474 +7,900	+58%	+$243K	﹤0.01%	454
2025 Q1	$395K	Hold	13,574	–	–	﹤0.01%	573
2024 Q4	$361K	Buy	+13,574	New	+$372K	﹤0.01%	601

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

Wealthspire Advisors (New York)'s DISV Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its Dimensional International Small Cap Value ETF (DISV) position steady in Q1 2026 at 21,477 shares worth $847K. The position accounts for 0.01% of the portfolio, ranked #442.

Wealthspire Advisors (New York) first reported a position in DISV in Q4 2024 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Wealthspire Advisors (New York) held 21,477 shares of Dimensional International Small Cap Value ETF worth $847K as of Q1 2026.
Wealthspire Advisors (New York) 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 Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #442 holding.
Wealthspire Advisors (New York) first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.