AWM
DISV icon

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

Axxcess 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 		$596K Buy
+14,844
New +$616K 0.01% 670
2026
Q1 		– Sell
-13,852
Closed -$526K – 546
2025
Q4 		$526K Sell
13,852
-1,009
-7% -$36.6K 0.01% 691
2025
Q3 		$530K Sell
14,861
-2,073
-12% -$71.1K 0.01% 606
2025
Q2 		$557K Sell
16,934
-763
-4% -$23.5K 0.01% 563
2025
Q1 		$515K Buy
+17,697
New +$499K 0.01% 543

Other funds holding DISV

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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q2 2026: 14,844 shares worth $596K. The stake represents 0.01% of the portfolio and ranks #670 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DISV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DISV in Q1 2025 and has held it in 5 quarters since. 297 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Axxcess Wealth Management held 14,844 shares of Dimensional International Small Cap Value ETF worth $596K as of Q2 2026.
  • Dimensional International Small Cap Value ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Dimensional International Small Cap Value ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #670 holding.
  • Axxcess Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 297 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.