Avant Financial Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Avant Financial 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	$5.38M	Buy	133,997 +1,297	+1%	+$53.8K	3.35%	9
2026 Q1	$5.23M	Sell	132,700 -802	-0.6%	-$32.4K	3.68%	7
2025 Q4	$5.07M	Buy	133,502 +1,322	+1%	+$47.9K	3.65%	8
2025 Q3	$4.72M	Sell	132,180 -1,382	-1%	-$47.4K	3.55%	8
2025 Q2	$4.4M	Buy	133,562 +483	+0.4%	+$14.9K	3.62%	8
2025 Q1	$3.88M	Sell	133,079 -82	-0.1%	-$2.31K	3.51%	7
2024 Q4	$3.54M	Buy	+133,161	New	+$3.65M	3.25%	8

Other funds holding DISV

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

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 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

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Avant Financial Advisors's DISV Position: Q2 2026 in Review

Avant Financial Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.98% in Q2 2026, buying an estimated $53.8K and bringing the position to 133,997 shares worth $5.38M. The position accounts for 3.35% of the portfolio, ranked #9.

Avant Financial Advisors first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. 94 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Avant Financial Advisors held 133,997 shares of Dimensional International Small Cap Value ETF worth $5.38M as of Q2 2026.
Avant Financial Advisors bought 1,297 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $53.8K.
Dimensional International Small Cap Value ETF made up 3.35% of Avant Financial Advisors's portfolio in Q2 2026, its #9 holding.
Avant Financial Advisors first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
94 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.