AIM
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Advyzon Investment Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Advyzon Investment 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
Q1 		$402K Buy
10,186
+2,852
+39% +$115K 0.04% 455
2025
Q4 		$279K Hold
7,334
– – 0.03% 463
2025
Q3 		$262K Sell
7,334
-17
-0.2% -$583 0.04% 355
2025
Q2 		$242K Buy
7,351
+7,243
+6,706% +$223K 0.05% 324
2025
Q1 		$3.15K Buy
+108
New +$3.04K ﹤0.01% 283

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MG
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
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Advyzon Investment Management's DISV Position: Q1 2026 in Review

Advyzon Investment Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 39% in Q1 2026, buying an estimated $115K and bringing the position to 10,186 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #455.

Advyzon Investment Management first reported a position in DISV in Q1 2025 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • Advyzon Investment Management held 10,186 shares of Dimensional International Small Cap Value ETF worth $402K as of Q1 2026.
  • Advyzon Investment Management bought 2,852 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $115K.
  • Dimensional International Small Cap Value ETF made up 0.04% of Advyzon Investment Management's portfolio in Q1 2026, its #455 holding.
  • Advyzon Investment Management first reported a position in Dimensional International Small Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.