Willow Financial’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Willow Financial’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 Q3	$5.11M	Buy	+118,089	New	+$5.09M	4.86%	4

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Jackson Thornton Wealth Management Montgomery, Alabama $1.33B AUM 20.85% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Willow Financial's DISV Position: Q3 2026 in Review

Willow Financial opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q3 2026: 118,089 shares worth $5.11M. The stake represents 4.86% of the portfolio and ranks #4 among its holdings.

436 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

Willow Financial held 118,089 shares of Dimensional International Small Cap Value ETF worth $5.11M as of Q3 2026.
Dimensional International Small Cap Value ETF was a new Willow Financial position in Q3 2026.
Dimensional International Small Cap Value ETF made up 4.86% of Willow Financial's portfolio in Q3 2026, its #4 holding.
436 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on Willow Financial's 13F filing for Q3 2026, filed 12 Nov 2026.