Yeomans Consulting Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Yeomans Consulting 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
2025 Q4	$5.33M	Sell	140,272 -178,822	-56%	-$6.49M	1.56%	15
2025 Q3	$11.4M	Buy	319,094 +177,486	+125%	+$6.08M	3.94%	9
2025 Q2	$4.66M	Buy	141,608 +3,890	+3%	+$120K	1.92%	17
2025 Q1	$4.01M	Buy	137,718 +4,818	+4%	+$136K	1.55%	17
2024 Q4	$3.53M	Buy	132,900 +1,415	+1%	+$38.8K	1.32%	17
2024 Q3	$3.82M	Sell	131,485 -262	-0.2%	-$7.31K	1.43%	16
2024 Q2	$3.54M	Buy	131,747 +359	+0.3%	+$9.85K	1.37%	16
2024 Q1	$3.57M	Buy	131,388 +2,014	+2%	+$51.8K	1.56%	15
2023 Q4	$3.34M	Buy	+129,374	New	+$3.11M	1.66%	14

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 $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Yeomans Consulting Group's DISV Position: Q4 2025 in Review

Yeomans Consulting Group reduced its Dimensional International Small Cap Value ETF (DISV) stake by 56% in Q4 2025, selling an estimated $6.49M and leaving 140,272 shares worth $5.33M. The position accounts for 1.56% of the portfolio, ranked #15.

Yeomans Consulting Group first reported a position in DISV in Q4 2023 and has held it in 9 quarters since. The position peaked at $11.4M in Q3 2025. 423 funds tracked by Wall St. Rank hold DISV as of Q4 2025.

Yeomans Consulting Group held 140,272 shares of Dimensional International Small Cap Value ETF worth $5.33M as of Q4 2025.
Yeomans Consulting Group sold 178,822 Dimensional International Small Cap Value ETF shares in Q4 2025, an estimated $6.49M.
Dimensional International Small Cap Value ETF made up 1.56% of Yeomans Consulting Group's portfolio in Q4 2025, its #15 holding.
Yeomans Consulting Group first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
Yeomans Consulting Group's Dimensional International Small Cap Value ETF position peaked at $11.4M in Q3 2025.
423 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.