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

Angeles 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	$41.7K	Sell	1,040 -1	-0.1%	-$41	﹤0.01%	576
2026 Q1	$41K	Buy	+1,041	New	+$42.1K	﹤0.01%	474
2025 Q2	–	Sell	-1,391	Closed	-$40.5K	–	434
2025 Q1	$40.5K	Hold	1,391	–	–	﹤0.01%	341
2024 Q4	$37K	Hold	1,391	–	–	﹤0.01%	347
2024 Q3	$40.4K	Sell	1,391 -1,564	-53%	-$43.6K	﹤0.01%	302
2024 Q2	$79.5K	Sell	2,955 -4,530	-61%	-$124K	0.01%	255
2024 Q1	$204K	Buy	7,485 +310	+4%	+$7.98K	0.02%	212
2023 Q4	$185K	Buy	+7,175	New	+$172K	0.02%	197

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

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

Angeles Wealth Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.1% in Q2 2026, selling an estimated $41 and leaving 1,040 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Angeles Wealth Management first reported a position in DISV in Q4 2023 and has held it in 8 quarters since. The position peaked at $204K in Q1 2024. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Angeles Wealth Management held 1,040 shares of Dimensional International Small Cap Value ETF worth $41.7K as of Q2 2026.
Angeles Wealth Management sold 1 Dimensional International Small Cap Value ETF share in Q2 2026, an estimated $41.
Dimensional International Small Cap Value ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #576 holding.
Angeles Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 8 quarters since.
Angeles Wealth Management's Dimensional International Small Cap Value ETF position peaked at $204K in Q1 2024.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.