Avior Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Avior Wealth Management’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	$3.33M	Buy	82,906 +1,869	+2%	+$77.5K	0.09%	192
2026 Q1	$3.2M	Buy	81,037 +502	+0.6%	+$20.3K	0.09%	185
2025 Q4	$3.06M	Buy	80,535 +929	+1%	+$33.7K	0.1%	157
2025 Q3	$2.84M	Buy	79,606 +20,159	+34%	+$691K	0.09%	156
2025 Q2	$1.96M	Buy	59,447 +600	+1%	+$18.5K	0.07%	187
2025 Q1	$1.71M	Buy	58,847 +1,433	+2%	+$40.4K	0.07%	193
2024 Q4	$1.53M	Buy	57,414 +2,259	+4%	+$62K	0.06%	214
2024 Q3	$1.6M	Buy	55,155 +2,351	+4%	+$65.6K	0.06%	200
2024 Q2	$1.42M	Buy	52,804 +2,400	+5%	+$65.9K	0.06%	207
2024 Q1	$1.37M	Buy	50,404 +11,153	+28%	+$287K	0.06%	220
2023 Q4	$1.01M	Buy	39,251 +2,375	+6%	+$57.1K	0.06%	208
2023 Q3	$877K	Buy	36,876 +6,787	+23%	+$166K	0.06%	212
2023 Q2	$712K	Buy	30,089 +3,083	+11%	+$74K	0.05%	262
2023 Q1	$643K	Buy	27,006 +2,804	+12%	+$66.5K	0.04%	276
2022 Q4	$538K	Buy	24,202 +2,941	+14%	+$61.3K	0.04%	286
2022 Q3	$394K	Buy	21,261 +20,756	+4,110%	+$434K	0.03%	325
2022 Q2	$10K	Buy	+505	New	+$11.7K	﹤0.01%	773

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avior Wealth Management's DISV Position: Q2 2026 in Review

Avior Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 2.3% in Q2 2026, buying an estimated $77.5K and bringing the position to 82,906 shares worth $3.33M. The position accounts for 0.09% of the portfolio, ranked #192.

Avior Wealth Management first reported a position in DISV in Q2 2022 and has held it in 17 quarters since. 473 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Avior Wealth Management held 82,906 shares of Dimensional International Small Cap Value ETF worth $3.33M as of Q2 2026.
Avior Wealth Management bought 1,869 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $77.5K.
Dimensional International Small Cap Value ETF made up 0.09% of Avior Wealth Management's portfolio in Q2 2026, its #192 holding.
Avior Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
473 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.