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

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

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. 94 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.
94 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.