WRPWM
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Werba Rubin Papier Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Werba Rubin Papier Wealth Management’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 		$1.69M Buy
42,781
+5,777
+16% +$234K 0.24% 59
2025
Q4 		$1.41M Buy
37,004
+17
+0% +$617 0.38% 47
2025
Q3 		$1.32M Buy
36,987
+449
+1% +$15.4K 0.21% 63
2025
Q2 		$1.2M Buy
36,538
+38
+0.1% +$1.17K 0.23% 67
2025
Q1 		$1.06M Sell
36,500
-954
-3% -$26.9K 0.23% 63
2024
Q4 		$995K Buy
37,454
+13
+0% +$357 0.23% 63
2024
Q3 		$1.09M Buy
37,441
+9
+0% +$251 0.26% 60
2024
Q2 		$1.01M Buy
37,432
+35
+0.1% +$961 0.28% 56
2024
Q1 		$1.02M Buy
37,397
+1
+0% +$26 0.29% 46
2023
Q4 		$964K Buy
37,396
+1,026
+3% +$24.7K 0.33% 38
2023
Q3 		$865K Sell
36,370
-1,000
-3% -$24.4K 0.31% 44
2023
Q2 		$884K Buy
37,370
+14
+0% +$336 0.31% 40
2023
Q1 		$889K Buy
37,356
+25,314
+210% +$601K 0.35% 38
2022
Q4 		$267K Buy
+12,042
New +$251K 0.11% 79

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MG
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
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
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

Werba Rubin Papier Wealth Management's DISV Position: Q1 2026 in Review

Werba Rubin Papier Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 16% in Q1 2026, buying an estimated $234K and bringing the position to 42,781 shares worth $1.69M. The position accounts for 0.24% of the portfolio, ranked #59.

Werba Rubin Papier Wealth Management first reported a position in DISV in Q4 2022 and has held it in 14 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • Werba Rubin Papier Wealth Management held 42,781 shares of Dimensional International Small Cap Value ETF worth $1.69M as of Q1 2026.
  • Werba Rubin Papier Wealth Management bought 5,777 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $234K.
  • Dimensional International Small Cap Value ETF made up 0.24% of Werba Rubin Papier Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.