Clarity Wealth Development’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Clarity Wealth Development’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	$6.75M	Buy	168,228 +17,087	+11%	+$709K	3.75%	10
2026 Q1	$5.96M	Buy	151,141 +5,121	+4%	+$207K	4.87%	6
2025 Q4	$5.55M	Buy	146,020 +15,074	+12%	+$547K	4.69%	6
2025 Q3	$4.72M	Buy	130,946 +6,300	+5%	+$216K	4.26%	6
2025 Q2	$4.1M	Buy	124,646 +2,414	+2%	+$74.3K	4.08%	6
2025 Q1	$3.69M	Buy	122,232 +9,347	+8%	+$263K	4.12%	7
2024 Q4	$3.1M	Buy	+112,885	New	+$3.1M	3.36%	10

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

Clarity Wealth Development's DISV Position: Q2 2026 in Review

Clarity Wealth Development increased its Dimensional International Small Cap Value ETF (DISV) stake by 11% in Q2 2026, buying an estimated $709K and bringing the position to 168,228 shares worth $6.75M. The position accounts for 3.75% of the portfolio, ranked #10.

Clarity Wealth Development first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Clarity Wealth Development held 168,228 shares of Dimensional International Small Cap Value ETF worth $6.75M as of Q2 2026.
Clarity Wealth Development bought 17,087 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $709K.
Dimensional International Small Cap Value ETF made up 3.75% of Clarity Wealth Development's portfolio in Q2 2026, its #10 holding.
Clarity Wealth Development first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Clarity Wealth Development's 13F filing for Q2 2026, filed 27 Jul 2026.