Abacus Wealth Partners’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Abacus Wealth Partners’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	$6.53M	Sell	162,777 -97,541	-37%	-$4.05M	0.69%	17
2026 Q1	$10.3M	Sell	260,318 -18,026	-6%	-$729K	0.94%	15
2025 Q4	$10.6M	Sell	278,344 -15,367	-5%	-$557K	1.04%	14
2025 Q3	$10.5M	Sell	293,711 -62,789	-18%	-$2.15M	1.51%	11
2025 Q2	$11.7M	Sell	356,500 -708,844	-67%	-$21.8M	1.79%	11
2025 Q1	$31M	Buy	1,065,344 +29,462	+3%	+$830K	4.67%	9
2024 Q4	$27.5M	Buy	1,035,882 +178,329	+21%	+$4.89M	4.11%	9
2024 Q3	$24.9M	Buy	857,553 +71,291	+9%	+$1.99M	3.74%	9
2024 Q2	$21.2M	Buy	786,262 +73,043	+10%	+$2M	3.51%	9
2024 Q1	$19.4M	Buy	713,219 +65,907	+10%	+$1.7M	3.25%	9
2023 Q4	$16.7M	Buy	647,312 +343,560	+113%	+$8.26M	2.82%	9
2023 Q3	$7.22M	Buy	303,752 +35,418	+13%	+$864K	2.24%	10
2023 Q2	$6.35M	Buy	268,334 +128,057	+91%	+$3.07M	1.91%	11
2023 Q1	$3.44M	Buy	140,277 +74,919	+115%	+$1.78M	1.14%	13
2022 Q4	$1.45M	Buy	65,358 +47,667	+269%	+$994K	0.52%	18
2022 Q3	$328K	Buy	17,691 +4,860	+38%	+$102K	0.17%	46
2022 Q2	$270K	Buy	+12,831	New	+$297K	0.14%	61

Other funds holding DISV

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 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 Wealth Partners's DISV Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Dimensional International Small Cap Value ETF (DISV) stake by 37% in Q2 2026, selling an estimated $4.05M and leaving 162,777 shares worth $6.53M. The position accounts for 0.69% of the portfolio, ranked #17.

Abacus Wealth Partners first reported a position in DISV in Q2 2022 and has held it in 17 quarters since. The position peaked at $31M in Q1 2025. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Abacus Wealth Partners held 162,777 shares of Dimensional International Small Cap Value ETF worth $6.53M as of Q2 2026.
Abacus Wealth Partners sold 97,541 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $4.05M.
Dimensional International Small Cap Value ETF made up 0.69% of Abacus Wealth Partners's portfolio in Q2 2026, its #17 holding.
Abacus Wealth Partners first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
Abacus Wealth Partners's Dimensional International Small Cap Value ETF position peaked at $31M in Q1 2025.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.