AAS
DISV icon

Avantax Advisory Services’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Avantax Advisory Services’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
2025
Q2 		– Sell
-7,228
Closed -$210K – 2378
2025
Q1 		$210K Buy
+7,228
New +$204K ﹤0.01% 2073

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FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Avantax Advisory Services's DISV Position: Q2 2025 in Review

Avantax Advisory Services sold out of Dimensional International Small Cap Value ETF (DISV) in Q2 2025, closing a stake of 7,228 shares — an estimated $210K sold.

Avantax Advisory Services first reported a position in DISV in Q1 2025 and held it in 1 quarter. The position peaked at $210K in Q1 2025. 346 funds tracked by Wall St. Rank hold DISV as of Q2 2025.

  • Avantax Advisory Services reported no remaining Dimensional International Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 7,228 Dimensional International Small Cap Value ETF shares in Q2 2025, an estimated $210K.
  • Avantax Advisory Services first reported a position in Dimensional International Small Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Avantax Advisory Services's Dimensional International Small Cap Value ETF position peaked at $210K in Q1 2025.
  • 346 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.