AWM
DISV icon

Accurate Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Accurate Wealth Management’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 		$489K Buy
11,950
+84
+0.7% +$3.48K 0.05% 353
2026
Q1 		$489K Sell
11,866
-254
-2% -$10.3K 0.06% 324
2025
Q4 		$473K Sell
12,120
-27
-0.2% -$979 0.06% 312
2025
Q3 		$432K Buy
12,147
+63
+0.5% +$2.16K 0.06% 319
2025
Q2 		$404K Buy
+12,084
New +$372K 0.06% 302

Other funds holding DISV

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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Accurate Wealth Management's DISV Position: Q2 2026 in Review

Accurate Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.71% in Q2 2026, buying an estimated $3.48K and bringing the position to 11,950 shares worth $489K. The position accounts for 0.05% of the portfolio, ranked #353.

Accurate Wealth Management first reported a position in DISV in Q2 2025 and has held it in 5 quarters since. 207 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Accurate Wealth Management held 11,950 shares of Dimensional International Small Cap Value ETF worth $489K as of Q2 2026.
  • Accurate Wealth Management bought 84 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $3.48K.
  • Dimensional International Small Cap Value ETF made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #353 holding.
  • Accurate Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 207 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.