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Cary Street Partners Investment Advisory’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Cary Street Partners Investment Advisory’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 		$86.3K Buy
+2,151
New +$89.2K 0.02% 525

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cary Street Partners Investment Advisory's DISV Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q2 2026: 2,151 shares worth $86.3K. The stake represents 0.02% of the portfolio and ranks #525 among its holdings.

370 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Cary Street Partners Investment Advisory held 2,151 shares of Dimensional International Small Cap Value ETF worth $86.3K as of Q2 2026.
  • Dimensional International Small Cap Value ETF was a new Cary Street Partners Investment Advisory position in Q2 2026.
  • Dimensional International Small Cap Value ETF made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #525 holding.
  • 370 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.