Wescott Financial Advisory Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Wescott Financial Advisory Group’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	$241K	Buy	6,104 +3	+0%	+$121	0.02%	178
2025 Q4	$232K	Sell	6,101 -378	-6%	-$13.7K	0.02%	173
2025 Q3	$231K	Buy	6,479 +31	+0.5%	+$1.06K	0.02%	165
2025 Q2	$212K	Buy	+6,448	New	+$198K	0.02%	167
2024 Q3	–	Sell	-10,349	Closed	-$278K	–	171
2024 Q2	$278K	Sell	10,349 -2,927	-22%	-$80.3K	0.03%	144
2024 Q1	$361K	Sell	13,276 -597	-4%	-$15.4K	0.04%	124
2023 Q4	$358K	Buy	13,873 +60	+0.4%	+$1.44K	0.05%	124
2023 Q3	$328K	Buy	13,813 +57	+0.4%	+$1.39K	0.06%	124
2023 Q2	$325K	Buy	13,756 +115	+0.8%	+$2.76K	0.06%	129
2023 Q1	$325K	Buy	13,641 +18	+0.1%	+$427	0.07%	123
2022 Q4	$303K	Sell	13,623 -6,343	-32%	-$132K	0.07%	124
2022 Q3	$371K	Buy	19,966 +3,956	+25%	+$82.6K	0.1%	99
2022 Q2	$337K	Buy	+16,010	New	+$371K	0.09%	101

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 $7.79B AUM 20.38% 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

Wescott Financial Advisory Group's DISV Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.05% in Q1 2026, buying an estimated $121 and bringing the position to 6,104 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #178.

Wescott Financial Advisory Group first reported a position in DISV in Q2 2022 and has held it in 13 quarters since. The position peaked at $371K in Q3 2022. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Wescott Financial Advisory Group held 6,104 shares of Dimensional International Small Cap Value ETF worth $241K as of Q1 2026.
Wescott Financial Advisory Group bought 3 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $121.
Dimensional International Small Cap Value ETF made up 0.02% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #178 holding.
Wescott Financial Advisory Group first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 13 quarters since.
Wescott Financial Advisory Group's Dimensional International Small Cap Value ETF position peaked at $371K in Q3 2022.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.