Brady Martz Wealth Solutions’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Brady Martz Wealth Solutions’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	$2.82M	Buy	70,238 +6	+0%	+$249	0.43%	50
2026 Q1	$2.77M	Sell	70,232 -100	-0.1%	-$4.04K	0.47%	46
2025 Q4	$2.67M	Buy	70,332 +276	+0.4%	+$10K	0.47%	47
2025 Q3	$2.5M	Buy	70,056 +26	+0%	+$891	0.45%	50
2025 Q2	$2.3M	Buy	70,030 +43,098	+160%	+$1.33M	0.45%	51
2025 Q1	$784K	Buy	26,932 +208	+0.8%	+$5.86K	0.18%	93
2024 Q4	$702K	Buy	+26,724	New	+$733K	0.17%	99

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

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

Brady Martz Wealth Solutions's DISV Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.01% in Q2 2026, buying an estimated $249 and bringing the position to 70,238 shares worth $2.82M. The position accounts for 0.43% of the portfolio, ranked #50.

Brady Martz Wealth Solutions first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. 471 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Brady Martz Wealth Solutions held 70,238 shares of Dimensional International Small Cap Value ETF worth $2.82M as of Q2 2026.
Brady Martz Wealth Solutions bought 6 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $249.
Dimensional International Small Cap Value ETF made up 0.43% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #50 holding.
Brady Martz Wealth Solutions first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
471 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.