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Approach Retirement Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Approach Retirement Advisors’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 		$1.21M Buy
30,213
+801
+3% +$33.2K 0.88% 27
2026
Q1 		$1.16M Buy
29,412
+230
+0.8% +$9.3K 0.96% 26
2025
Q4 		$1.11M Buy
+29,182
New +$1.06M 0.96% 23

Other funds holding DISV

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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 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

Approach Retirement Advisors's DISV Position: Q2 2026 in Review

Approach Retirement Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 2.7% in Q2 2026, buying an estimated $33.2K and bringing the position to 30,213 shares worth $1.21M. The position accounts for 0.88% of the portfolio, ranked #27.

Approach Retirement Advisors first reported a position in DISV in Q4 2025 and has held it in 3 quarters since. 284 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Approach Retirement Advisors held 30,213 shares of Dimensional International Small Cap Value ETF worth $1.21M as of Q2 2026.
  • Approach Retirement Advisors bought 801 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $33.2K.
  • Dimensional International Small Cap Value ETF made up 0.88% of Approach Retirement Advisors's portfolio in Q2 2026, its #27 holding.
  • Approach Retirement Advisors first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 284 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.