ALWM
DISV icon

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

Andrews Lucia 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 		$2.88M Buy
71,731
+1,710
+2% +$70.9K 1.51% 12
2026
Q1 		$2.76M Sell
70,021
-5,810
-8% -$235K 1.65% 12
2025
Q4 		$2.88M Sell
75,831
-970
-1% -$35.2K 1.71% 11
2025
Q3 		$2.74M Sell
76,801
-526
-0.7% -$18K 1.65% 11
2025
Q2 		$2.54M Buy
77,327
+6,297
+9% +$194K 1.65% 11
2025
Q1 		$1.89M Buy
71,030
+2,553
+4% +$71.9K 1.27% 11
2024
Q4 		$1.99M Buy
68,477
+859
+1% +$23.6K 1.33% 11
2024
Q3 		$1.82M Buy
67,618
+1,616
+2% +$45.1K 1.29% 11
2024
Q2 		$1.79M Hold
66,002
– – 1.25% 12
2024
Q1 		$1.79M Buy
66,002
+778
+1% +$20K 1.28% 11
2023
Q4 		$1.68M Buy
65,224
+4,615
+8% +$111K 1.3% 12
2023
Q3 		$1.44M Buy
60,609
+1,545
+3% +$37.7K 1.24% 12
2023
Q2 		$1.4M Buy
59,064
+8,115
+16% +$195K 1.16% 12
2023
Q1 		$1.21M Sell
50,949
-4,023
-7% -$95.4K 1.07% 13
2022
Q4 		$1.22M Buy
54,972
+20,360
+59% +$424K 1.14% 13
2022
Q3 		$642K Buy
+34,612
New +$723K 0.68% 15

Other funds holding DISV

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Andrews Lucia Wealth Management's DISV Position: Q2 2026 in Review

Andrews Lucia Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 2.4% in Q2 2026, buying an estimated $70.9K and bringing the position to 71,731 shares worth $2.88M. The position accounts for 1.51% of the portfolio, ranked #12.

Andrews Lucia Wealth Management first reported a position in DISV in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.88M in Q4 2025. 182 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Andrews Lucia Wealth Management held 71,731 shares of Dimensional International Small Cap Value ETF worth $2.88M as of Q2 2026.
  • Andrews Lucia Wealth Management bought 1,710 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $70.9K.
  • Dimensional International Small Cap Value ETF made up 1.51% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Andrews Lucia Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • Andrews Lucia Wealth Management's Dimensional International Small Cap Value ETF position peaked at $2.88M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.