APG
DISV icon

Abacus Planning Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Abacus Planning 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
2026
Q2 		$662K Buy
16,498
+146
+0.9% +$6.05K 0.08% 121
2026
Q1 		$645K Buy
16,352
+4
+0% +$162 0.09% 116
2025
Q4 		$621K Buy
16,348
+64
+0.4% +$2.32K 0.08% 111
2025
Q3 		$581K Buy
16,284
+1,917
+13% +$65.7K 0.08% 112
2025
Q2 		$473K Buy
14,367
+325
+2% +$10K 0.07% 130
2025
Q1 		$409K Buy
14,042
+10
+0.1% +$282 0.07% 135
2024
Q4 		$373K Buy
14,032
+59
+0.4% +$1.62K 0.07% 139
2024
Q3 		$406K Buy
+13,973
New +$390K 0.07% 133

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Abacus Planning Group's DISV Position: Q2 2026 in Review

Abacus Planning Group increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.89% in Q2 2026, buying an estimated $6.05K and bringing the position to 16,498 shares worth $662K. The position accounts for 0.08% of the portfolio, ranked #121.

Abacus Planning Group first reported a position in DISV in Q3 2024 and has held it in 8 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Abacus Planning Group held 16,498 shares of Dimensional International Small Cap Value ETF worth $662K as of Q2 2026.
  • Abacus Planning Group bought 146 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $6.05K.
  • Dimensional International Small Cap Value ETF made up 0.08% of Abacus Planning Group's portfolio in Q2 2026, its #121 holding.
  • Abacus Planning Group first reported a position in Dimensional International Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.