Willow Creek Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Willow Creek 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
2025 Q3	$4.42M	Sell	123,895 -582	-0.5%	-$20K	0.36%	40
2025 Q2	$4.1M	Sell	124,477 -1,934	-2%	-$59.5K	0.37%	39
2025 Q1	$3.68M	Sell	126,411 -858	-0.7%	-$24.2K	0.36%	39
2024 Q4	$3.38M	Buy	127,269 +1,278	+1%	+$35.1K	0.34%	39
2024 Q3	$3.66M	Sell	125,991 -833	-0.7%	-$23.2K	0.38%	40
2024 Q2	$3.41M	Sell	126,824 -662	-0.5%	-$18.2K	0.39%	40
2024 Q1	$3.47M	Buy	127,486 +870	+0.7%	+$22.4K	0.41%	38
2023 Q4	$3.26M	Buy	126,616 +20,194	+19%	+$485K	0.41%	39
2023 Q3	$2.53M	Sell	106,422 -2,588	-2%	-$63.1K	0.38%	34
2023 Q2	$2.58M	Sell	109,010 -1,599	-1%	-$38.4K	0.37%	37
2023 Q1	$2.63M	Buy	110,609 +7,548	+7%	+$179K	0.41%	34
2022 Q4	$2.29M	Sell	103,061 -34,051	-25%	-$710K	0.38%	34
2022 Q3	$2.54M	Buy	+137,112	New	+$2.86M	0.49%	29

Other funds holding DISV

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

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 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

Willow Creek Wealth Management's DISV Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.47% in Q3 2025, selling an estimated $20K and leaving 123,895 shares worth $4.42M. The position accounts for 0.36% of the portfolio, ranked #40.

Willow Creek Wealth Management first reported a position in DISV in Q3 2022 and has held it in 13 quarters since. 362 funds tracked by Wall St. Rank hold DISV as of Q3 2025.

Willow Creek Wealth Management held 123,895 shares of Dimensional International Small Cap Value ETF worth $4.42M as of Q3 2025.
Willow Creek Wealth Management sold 582 Dimensional International Small Cap Value ETF shares in Q3 2025, an estimated $20K.
Dimensional International Small Cap Value ETF made up 0.36% of Willow Creek Wealth Management's portfolio in Q3 2025, its #40 holding.
Willow Creek Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q3 2022 and has held it in 13 quarters since.
362 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.