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Apella Capital’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Apella Capital’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 		$11.9M Buy
290,554
+12,792
+5% +$531K 0.17% 102
2026
Q1 		$11.6M Buy
277,762
+272,343
+5,026% +$11M 0.17% 101
2025
Q4 		$206K Buy
+5,419
New +$197K ﹤0.01% 516

Other funds holding DISV

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

Apella Capital's DISV Position: Q2 2026 in Review

Apella Capital increased its Dimensional International Small Cap Value ETF (DISV) stake by 4.6% in Q2 2026, buying an estimated $531K and bringing the position to 290,554 shares worth $11.9M. The position accounts for 0.17% of the portfolio, ranked #102.

Apella Capital first reported a position in DISV in Q4 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Apella Capital held 290,554 shares of Dimensional International Small Cap Value ETF worth $11.9M as of Q2 2026.
  • Apella Capital bought 12,792 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $531K.
  • Dimensional International Small Cap Value ETF made up 0.17% of Apella Capital's portfolio in Q2 2026, its #102 holding.
  • Apella Capital first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.