BFG
DISV icon

Berger Financial Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Berger Financial Group’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 		– Sell
-5,965
Closed -$235K – 493
2026
Q1 		$235K Sell
5,965
-6
-0.1% -$243 0.01% 418
2025
Q4 		$227K Buy
5,971
+15
+0.3% +$544 0.01% 429
2025
Q3 		$213K Buy
+5,956
New +$204K 0.01% 420

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

Berger Financial Group's DISV Position: Q2 2026 in Review

Berger Financial Group sold out of Dimensional International Small Cap Value ETF (DISV) in Q2 2026, closing a stake of 5,965 shares — an estimated $235K sold.

Berger Financial Group first reported a position in DISV in Q3 2025 and held it in 3 quarters. The position peaked at $235K in Q1 2026. 473 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Berger Financial Group reported no remaining Dimensional International Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Berger Financial Group sold 5,965 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $235K.
  • Berger Financial Group first reported a position in Dimensional International Small Cap Value ETF in Q3 2025 and held it in 3 quarters.
  • Berger Financial Group's Dimensional International Small Cap Value ETF position peaked at $235K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.