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 Q2	$393K	Sell	9,781 -405	-4%	-$16.8K	0.03%	545
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 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advyzon Investment Management's DISV Position: Q2 2026 in Review

Advyzon Investment Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 4% in Q2 2026, selling an estimated $16.8K and leaving 9,781 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #545.

Advyzon Investment Management first reported a position in DISV in Q1 2025 and has held it in 6 quarters since. The position peaked at $402K in Q1 2026. 473 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Advyzon Investment Management held 9,781 shares of Dimensional International Small Cap Value ETF worth $393K as of Q2 2026.
Advyzon Investment Management sold 405 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $16.8K.
Dimensional International Small Cap Value ETF made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #545 holding.
Advyzon Investment Management first reported a position in Dimensional International Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Advyzon Investment Management's Dimensional International Small Cap Value ETF position peaked at $402K in Q1 2026.
473 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.