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BOLTON SECURITIES CORPORATION’s Dimensional International Small Cap Value ETF DISV Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$106K Hold
2,450
– – ﹤0.01% 1111
2026
Q2 		$98.3K Hold
2,450
– – ﹤0.01% 1119
2026
Q1 		$96.6K Buy
+2,450
New +$99.1K ﹤0.01% 1032

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Jackson Thornton Wealth Management
Jackson Thornton Wealth Management Montgomery, Alabama $1.33B AUM 20.85% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Monograph Wealth Advisors
Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DISV Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Dimensional International Small Cap Value ETF (DISV) position steady in Q3 2026 at 2,450 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

BOLTON SECURITIES CORPORATION first reported a position in DISV in Q1 2026 and has held it in 3 quarters since. 387 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,450 shares of Dimensional International Small Cap Value ETF worth $106K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Dimensional International Small Cap Value ETF share count unchanged in Q3 2026.
  • Dimensional International Small Cap Value ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1111 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Dimensional International Small Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 387 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.