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

Beaird Harris 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	$321K	Buy	7,990 +4,355	+120%	+$181K	0.02%	117
2026 Q1	$143K	Buy	3,635 +882	+32%	+$35.7K	0.01%	155
2025 Q4	$105K	Sell	2,753 -137	-5%	-$4.97K	0.01%	186
2025 Q3	$103K	Hold	2,890	–	–	0.01%	179
2025 Q2	$95.1K	Hold	2,890	–	–	0.01%	188
2025 Q1	$84.2K	Sell	2,890 -80	-3%	-$2.25K	0.01%	180
2024 Q4	$78.9K	Hold	2,970	–	–	0.01%	193
2024 Q3	$86.3K	Hold	2,970	–	–	0.01%	192
2024 Q2	$79.9K	Sell	2,970 -122	-4%	-$3.35K	0.01%	181
2024 Q1	$84.1K	Buy	3,092 +1,062	+52%	+$27.3K	0.01%	166
2023 Q4	$52.3K	Buy	+2,030	New	+$48.8K	0.01%	179
2022 Q4	–	Sell	-1,325	Closed	-$25K	–	747
2022 Q3	$25K	Buy	+1,325	New	+$27.7K	0.01%	215

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Beaird Harris Wealth Management's DISV Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 120% in Q2 2026, buying an estimated $181K and bringing the position to 7,990 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #117.

Beaird Harris Wealth Management first reported a position in DISV in Q3 2022 and has held it in 12 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Beaird Harris Wealth Management held 7,990 shares of Dimensional International Small Cap Value ETF worth $321K as of Q2 2026.
Beaird Harris Wealth Management bought 4,355 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $181K.
Dimensional International Small Cap Value ETF made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #117 holding.
Beaird Harris Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q3 2022 and has held it in 12 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.