Bridge Generations Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Bridge Generations Wealth Management’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	$5.13M	Buy	127,787 +2,761	+2%	+$115K	2.61%	14
2026 Q1	$4.93M	Sell	125,026 -2,148	-2%	-$86.9K	2.83%	13
2025 Q4	$4.83M	Sell	127,174 -4,251	-3%	-$154K	2.99%	11
2025 Q3	$4.69M	Sell	131,425 -4,725	-3%	-$162K	3.12%	11
2025 Q2	$4.48M	Buy	136,150 +3,670	+3%	+$113K	2.72%	12
2025 Q1	$3.86M	Sell	132,480 -2,521	-2%	-$71K	2.42%	12
2024 Q4	$3.59M	Buy	+135,001	New	+$3.7M	2.37%	12

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

Bridge Generations Wealth Management's DISV Position: Q2 2026 in Review

Bridge Generations Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 2.2% in Q2 2026, buying an estimated $115K and bringing the position to 127,787 shares worth $5.13M. The position accounts for 2.61% of the portfolio, ranked #14.

Bridge Generations Wealth Management first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Bridge Generations Wealth Management held 127,787 shares of Dimensional International Small Cap Value ETF worth $5.13M as of Q2 2026.
Bridge Generations Wealth Management bought 2,761 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $115K.
Dimensional International Small Cap Value ETF made up 2.61% of Bridge Generations Wealth Management's portfolio in Q2 2026, its #14 holding.
Bridge Generations Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.