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Bedel Financial Consulting’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Bedel Financial Consulting’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 		$724K Sell
18,052
-94
-0.5% -$3.9K 0.07% 139
2026
Q1 		$716K Sell
18,146
-364
-2% -$14.7K 0.08% 138
2025
Q4 		$703K Buy
18,510
+28
+0.2% +$1.02K 0.08% 136
2025
Q3 		$660K Buy
18,482
+36
+0.2% +$1.23K 0.08% 133
2025
Q2 		$607K Buy
18,446
+649
+4% +$20K 0.08% 133
2025
Q1 		$546K Hold
17,797
– – 0.08% 136
2024
Q4 		$493K Buy
17,797
+1,118
+7% +$30.7K 0.07% 151
2024
Q3 		$485K Sell
16,679
-500
-3% -$13.9K 0.07% 145
2024
Q2 		$462K Buy
17,179
+183
+1% +$5.02K 0.07% 142
2024
Q1 		$462K Buy
16,996
+990
+6% +$25.5K 0.07% 140
2023
Q4 		$413K Buy
+16,006
New +$385K 0.08% 152

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

Bedel Financial Consulting's DISV Position: Q2 2026 in Review

Bedel Financial Consulting reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.52% in Q2 2026, selling an estimated $3.9K and leaving 18,052 shares worth $724K. The position accounts for 0.07% of the portfolio, ranked #139.

Bedel Financial Consulting first reported a position in DISV in Q4 2023 and has held it in 11 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Bedel Financial Consulting held 18,052 shares of Dimensional International Small Cap Value ETF worth $724K as of Q2 2026.
  • Bedel Financial Consulting sold 94 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $3.9K.
  • Dimensional International Small Cap Value ETF made up 0.07% of Bedel Financial Consulting's portfolio in Q2 2026, its #139 holding.
  • Bedel Financial Consulting first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.