Miramar Fiduciary Corp DISV — MFC DIMENSIONAL ETF TRUST INTERNATIONAL SMALL CAP VALUE ETF

Ownership history in Miramar Fiduciary Corp  ·  10 quarters on record

AI Ownership Summary

Miramar Fiduciary Corp reported MFC DIMENSIONAL ETF TRUST INTERNATIONAL SMALL CAP VALUE ETF (DISV) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 13.82% in 2025 Q4. The latest visible filing shows DISV at 13.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DISV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Miramar Fiduciary Corp's position in MFC DIMENSIONAL ETF TRUST INTERNATIONAL SMALL CAP VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DISV was reported at 13.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.82% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DISV stock page Miramar Fiduciary Corp fund profile Miramar Fiduciary Corp full holdings
How Miramar Fiduciary Corp held DISV — position size vs. price
% of Fund (quarterly)    DISV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 408,578 -61,557 -13.1% 13.21% $16.1M 2026-04-29 $40.41
2025 Q4 REDUCED — — — 470,135 -17,481 -3.6% 13.82% $17.9M 2026-01-27 $41.41
2025 Q3 REDUCED — — — 487,616 -23,562 -4.6% 13.65% $17.4M 2025-11-06 $34.84
2025 Q2 UNCHANGED — — — 511,178 — 0% 13.66% $16.8M 2025-07-25 $33.54
2025 Q1 ADDED — — — 511,178 +52,473 +11.4% 13.40% $14.9M 2025-05-14 $30.14
2024 Q4 REDUCED 9.5% +9.7% ❌ 458,705 -47,886 -9.5% 12.59% $12.2M 2025-02-13 $27.53
2024 Q3 UNCHANGED — — — 506,591 — 0% 12.72% $14.7M 2024-10-30 $26.54
2024 Q2 REDUCED 15.6% +8.4% ❌ 506,591 -93,500 -15.6% 12.63% $13.6M 2024-07-25 $26.46
2024 Q1 REDUCED 5.6% +0.8% ❌ 600,091 -35,616 -5.6% 12.32% $16.3M 2024-05-10 $26.32
2023 Q4 INITIATED — — — 635,707 — — 12.86% $16.4M 2024-02-14 $23.58

🏢 Other funds also holding DISV

As of 2026 Q1 — sorted by position size

NorthAvenue LLC 17.13% Benson Investment Management Company, Inc. 3Y 7Y 14.93% Twin Cities Retirement Group LLC 11.1% William Mack & Associates, Inc. 8.4% GREAT OAK CAPITAL PARTNERS, LLC 8.06% Vistica Wealth Advisors, LLC 6.2% Integris Wealth Management, LLC 3Y 5.71% Equita Financial Network, Inc. 5.7% Shotwell Rutter Baer Inc 5.2% Meritas Wealth Management, LLC 5.18%

FAQ About Miramar Fiduciary Corp and DISV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Miramar Fiduciary Corp reported owning DISV?

Miramar Fiduciary Corp reported DISV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DISV position in Miramar Fiduciary Corp's portfolio?

The largest reported portfolio weight for DISV was 13.82% in 2025 Q4.

What is the latest reported DISV position on this page?

The most recent filing on this page is 2026 Q1, when Miramar Fiduciary Corp reported 408,578 shares, equal to 13.21% of portfolio, with an estimated market value of $16.1M.

What does the chart on this DISV ownership page compare?

The chart compares Miramar Fiduciary Corp's quarterly DISV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Miramar Fiduciary Corp time their DISV position?

Based on 13F filing dates vs. subsequent DISV price moves, Miramar Fiduciary Corp correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on DISV relative to SPY over the holding period was +7.3%.

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