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

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 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

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. 331 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.
  • 331 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.