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

Aptus Capital 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	$503K	Buy	12,522 +6,183	+98%	+$256K	﹤0.01%	788
2026 Q1	$250K	Buy	6,339 +3,156	+99%	+$128K	﹤0.01%	934
2025 Q4	$121K	Buy	+3,183	New	+$115K	﹤0.01%	1129
2025 Q2	–	Sell	-129	Closed	-$3.76K	–	1543
2025 Q1	$3.76K	Hold	129	–	–	﹤0.01%	1352
2024 Q4	$3.43K	Sell	129 -1,002	-89%	-$27.5K	﹤0.01%	1352
2024 Q3	$32.9K	Buy	1,131 +961	+565%	+$26.8K	﹤0.01%	978
2024 Q2	$4.57K	Sell	170 -37	-18%	-$1.01K	﹤0.01%	1081
2024 Q1	$5.63K	Buy	+207	New	+$5.33K	﹤0.01%	1079
2023 Q4	–	Sell	-199,205	Closed	-$4.74M	–	927
2023 Q3	$4.74M	Sell	199,205 -12,914	-6%	-$315K	0.13%	138
2023 Q2	$5.02M	Buy	212,119 +136,137	+179%	+$3.27M	0.12%	142
2023 Q1	$1.81M	Buy	+75,982	New	+$1.8M	0.05%	224

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

Aptus Capital Advisors's DISV Position: Q2 2026 in Review

Aptus Capital Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 98% in Q2 2026, buying an estimated $256K and bringing the position to 12,522 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Aptus Capital Advisors first reported a position in DISV in Q1 2023 and has held it in 11 quarters since. The position peaked at $5.02M in Q2 2023. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Aptus Capital Advisors held 12,522 shares of Dimensional International Small Cap Value ETF worth $503K as of Q2 2026.
Aptus Capital Advisors bought 6,183 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $256K.
Dimensional International Small Cap Value ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #788 holding.
Aptus Capital Advisors first reported a position in Dimensional International Small Cap Value ETF in Q1 2023 and has held it in 11 quarters since.
Aptus Capital Advisors's Dimensional International Small Cap Value ETF position peaked at $5.02M in Q2 2023.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.