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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
Q2 		$4.13M Buy
102,939
+2,208
+2% +$91.6K 0.43% 54
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
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
MG
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aviance Capital Partners's DISV Position: Q2 2026 in Review

Aviance Capital Partners increased its Dimensional International Small Cap Value ETF (DISV) stake by 2.2% in Q2 2026, buying an estimated $91.6K and bringing the position to 102,939 shares worth $4.13M. The position accounts for 0.43% of the portfolio, ranked #54.

Aviance Capital Partners first reported a position in DISV in Q3 2022 and has held it in 16 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Aviance Capital Partners held 102,939 shares of Dimensional International Small Cap Value ETF worth $4.13M as of Q2 2026.
  • Aviance Capital Partners bought 2,208 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $91.6K.
  • Dimensional International Small Cap Value ETF made up 0.43% of Aviance Capital Partners's portfolio in Q2 2026, its #54 holding.
  • Aviance Capital Partners first reported a position in Dimensional International Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.