BJB
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Broadhurst Jeffrey B’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Broadhurst Jeffrey B’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
-6,783
Closed -$268K – 38
2026
Q1 		$268K Sell
6,783
-1,000
-13% -$40.5K 0.27% 37
2025
Q4 		$296K Buy
+7,783
New +$282K 0.31% 36

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Broadhurst Jeffrey B's DISV Position: Q2 2026 in Review

Broadhurst Jeffrey B sold out of Dimensional International Small Cap Value ETF (DISV) in Q2 2026, closing a stake of 6,783 shares — an estimated $268K sold.

Broadhurst Jeffrey B first reported a position in DISV in Q4 2025 and held it in 2 quarters. The position peaked at $296K in Q4 2025. 468 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Broadhurst Jeffrey B reported no remaining Dimensional International Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Broadhurst Jeffrey B sold 6,783 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $268K.
  • Broadhurst Jeffrey B first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and held it in 2 quarters.
  • Broadhurst Jeffrey B's Dimensional International Small Cap Value ETF position peaked at $296K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Broadhurst Jeffrey B's 13F filing for Q2 2026, filed 12 Aug 2026.