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

BIP Wealth’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	$6.17M	Buy	153,798 +38,580	+33%	+$1.6M	0.18%	94
2026 Q1	$4.54M	Buy	115,218 +13,978	+14%	+$565K	0.18%	84
2025 Q4	$3.85M	Buy	101,240 +27,513	+37%	+$998K	0.14%	102
2025 Q3	$2.63M	Buy	73,727 +21,360	+41%	+$732K	0.13%	74
2025 Q2	$1.72M	Buy	52,367 +12,077	+30%	+$372K	0.11%	77
2025 Q1	$1.17M	Buy	40,290 +16,826	+72%	+$474K	0.08%	89
2024 Q4	$623K	Buy	23,464 +14,684	+167%	+$403K	0.04%	131
2024 Q3	$255K	Buy	+8,780	New	+$245K	0.02%	201

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

BIP Wealth's DISV Position: Q2 2026 in Review

BIP Wealth increased its Dimensional International Small Cap Value ETF (DISV) stake by 33% in Q2 2026, buying an estimated $1.6M and bringing the position to 153,798 shares worth $6.17M. The position accounts for 0.18% of the portfolio, ranked #94.

BIP Wealth first reported a position in DISV in Q3 2024 and has held it in 8 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

BIP Wealth held 153,798 shares of Dimensional International Small Cap Value ETF worth $6.17M as of Q2 2026.
BIP Wealth bought 38,580 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $1.6M.
Dimensional International Small Cap Value ETF made up 0.18% of BIP Wealth's portfolio in Q2 2026, its #94 holding.
BIP Wealth first reported a position in Dimensional International Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.