CWMA
DISV icon

Capstone Wealth Management (Alabama)’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Capstone Wealth Management (Alabama)’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 		$1.01M Sell
25,199
-493
-2% -$20.4K 0.47% 30
2026
Q1 		$1.01M Buy
25,692
+47
+0.2% +$1.9K 0.71% 21
2025
Q4 		$974K Buy
25,645
+54
+0.2% +$1.96K 0.71% 23
2025
Q3 		$913K Buy
25,591
+7,645
+43% +$262K 0.7% 20
2025
Q2 		$591K Buy
17,946
+4,818
+37% +$148K 0.52% 24
2025
Q1 		$382K Buy
+13,128
New +$370K 0.38% 28

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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s DISV Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) reduced its Dimensional International Small Cap Value ETF (DISV) stake by 1.9% in Q2 2026, selling an estimated $20.4K and leaving 25,199 shares worth $1.01M. The position accounts for 0.47% of the portfolio, ranked #30.

Capstone Wealth Management (Alabama) first reported a position in DISV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.01M in Q1 2026. 245 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Capstone Wealth Management (Alabama) held 25,199 shares of Dimensional International Small Cap Value ETF worth $1.01M as of Q2 2026.
  • Capstone Wealth Management (Alabama) sold 493 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $20.4K.
  • Dimensional International Small Cap Value ETF made up 0.47% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #30 holding.
  • Capstone Wealth Management (Alabama) first reported a position in Dimensional International Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Capstone Wealth Management (Alabama)'s Dimensional International Small Cap Value ETF position peaked at $1.01M in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.