Cerity Partners
DISV icon

Cerity Partners’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Cerity Partners’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 		$63.9M Buy
1,592,790
+173,472
+12% +$7.19M 0.08% 209
2026
Q1 		$56M Buy
1,419,318
+144,026
+11% +$5.83M 0.08% 220
2025
Q4 		$48.5M Buy
1,275,292
+73,609
+6% +$2.67M 0.07% 242
2025
Q3 		$42.9M Buy
1,201,683
+167,887
+16% +$5.76M 0.07% 231
2025
Q2 		$34M Buy
1,033,796
+81,518
+9% +$2.51M 0.06% 254
2025
Q1 		$27.7M Buy
952,278
+110,281
+13% +$3.11M 0.06% 274
2024
Q4 		$22.4M Buy
841,997
+70,069
+9% +$1.92M 0.05% 296
2024
Q3 		$22.4M Buy
771,928
+79,448
+11% +$2.22M 0.05% 295
2024
Q2 		$18.6M Buy
692,480
+25,612
+4% +$703K 0.05% 291
2024
Q1 		$18.1M Buy
666,868
+21,551
+3% +$555K 0.05% 316
2023
Q4 		$16.6M Buy
645,317
+26,530
+4% +$638K 0.05% 278
2023
Q3 		$14.7M Sell
618,787
-6,989
-1% -$170K 0.07% 238
2023
Q2 		$14.8M Buy
625,776
+30,005
+5% +$720K 0.06% 286
2023
Q1 		$14.2M Buy
595,771
+20,353
+4% +$483K 0.03% 299
2022
Q4 		$12.8M Buy
575,418
+342,009
+147% +$7.13M 0.08% 225
2022
Q3 		$4.33M Buy
+233,409
New +$4.88M 0.05% 254

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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Cerity Partners's DISV Position: Q2 2026 in Review

Cerity Partners increased its Dimensional International Small Cap Value ETF (DISV) stake by 12% in Q2 2026, buying an estimated $7.19M and bringing the position to 1,592,790 shares worth $63.9M. The position accounts for 0.08% of the portfolio, ranked #209.

Cerity Partners first reported a position in DISV in Q3 2022 and has held it in 16 quarters since. 442 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Cerity Partners held 1,592,790 shares of Dimensional International Small Cap Value ETF worth $63.9M as of Q2 2026.
  • Cerity Partners bought 173,472 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $7.19M.
  • Dimensional International Small Cap Value ETF made up 0.08% of Cerity Partners's portfolio in Q2 2026, its #209 holding.
  • Cerity Partners first reported a position in Dimensional International Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 442 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.