Aviance Capital Partners’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Aviance Capital Partners’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 Q1	$3.97M	Buy	100,731 +6,998	+7%	+$283K	0.47%	51
2025 Q4	$3.56M	Sell	93,733 -566	-0.6%	-$20.5K	0.41%	57
2025 Q3	$3.37M	Buy	94,299 +3,213	+4%	+$110K	0.4%	56
2025 Q2	$3M	Buy	91,086 +10,295	+13%	+$317K	0.39%	62
2025 Q1	$2.35M	Buy	80,791 +44	+0.1%	+$1.24K	0.33%	77
2024 Q4	$2.15M	Sell	80,747 -309	-0.4%	-$8.48K	0.3%	78
2024 Q3	$2.36M	Buy	81,056 +8,025	+11%	+$224K	0.31%	76
2024 Q2	$1.96M	Buy	73,031 +362	+0.5%	+$9.94K	0.28%	83
2024 Q1	$1.98M	Buy	72,669 +1,201	+2%	+$30.9K	0.29%	87
2023 Q4	$1.84M	Buy	71,468 +1,534	+2%	+$36.9K	0.39%	59
2023 Q3	$1.66M	Buy	69,934 +23,355	+50%	+$570K	0.37%	66
2023 Q2	$1.1M	Buy	46,579 +108	+0.2%	+$2.59K	0.23%	122
2023 Q1	$1.11M	Buy	46,471 +844	+2%	+$20K	0.25%	115
2022 Q4	$1.01M	Buy	45,627 +4,376	+11%	+$91.2K	0.24%	121
2022 Q3	$766K	Buy	+41,251	New	+$862K	0.19%	142

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Aviance Capital Partners's DISV Position: Q1 2026 in Review

Aviance Capital Partners increased its Dimensional International Small Cap Value ETF (DISV) stake by 7.5% in Q1 2026, buying an estimated $283K and bringing the position to 100,731 shares worth $3.97M. The position accounts for 0.47% of the portfolio, ranked #51.

Aviance Capital Partners first reported a position in DISV in Q3 2022 and has held it in 15 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Aviance Capital Partners held 100,731 shares of Dimensional International Small Cap Value ETF worth $3.97M as of Q1 2026.
Aviance Capital Partners bought 6,998 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $283K.
Dimensional International Small Cap Value ETF made up 0.47% of Aviance Capital Partners's portfolio in Q1 2026, its #51 holding.
Aviance Capital Partners first reported a position in Dimensional International Small Cap Value ETF in Q3 2022 and has held it in 15 quarters since.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.