WA
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Wealthstream Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Wealthstream Advisors’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
2025
Q3 		$225K Buy
6,291
+4
+0.1% +$137 0.03% 166
2025
Q2 		$207K Buy
+6,287
New +$193K 0.03% 164

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northern Trust
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

Wealthstream Advisors's DISV Position: Q3 2025 in Review

Wealthstream Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.06% in Q3 2025, buying an estimated $137 and bringing the position to 6,291 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #166.

Wealthstream Advisors first reported a position in DISV in Q2 2025 and has held it in 2 quarters since. 362 funds tracked by Wall St. Rank hold DISV as of Q3 2025.

  • Wealthstream Advisors held 6,291 shares of Dimensional International Small Cap Value ETF worth $225K as of Q3 2025.
  • Wealthstream Advisors bought 4 Dimensional International Small Cap Value ETF shares in Q3 2025, an estimated $137.
  • Dimensional International Small Cap Value ETF made up 0.03% of Wealthstream Advisors's portfolio in Q3 2025, its #166 holding.
  • Wealthstream Advisors first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 2 quarters since.
  • 362 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.