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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

Focus Partners Wealth
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
MG
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
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
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

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. 470 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.
  • 470 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.