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Clearstead Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Clearstead Advisors’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 		$229K Sell
5,694
-1,543
-21% -$64K ﹤0.01% 1024
2026
Q1 		$285K Buy
7,237
+1,543
+27% +$62.4K ﹤0.01% 882
2025
Q4 		$216K Buy
+5,694
New +$207K ﹤0.01% 919

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clearstead Advisors's DISV Position: Q2 2026 in Review

Clearstead Advisors reduced its Dimensional International Small Cap Value ETF (DISV) stake by 21% in Q2 2026, selling an estimated $64K and leaving 5,694 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Clearstead Advisors first reported a position in DISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $285K in Q1 2026. 473 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Clearstead Advisors held 5,694 shares of Dimensional International Small Cap Value ETF worth $229K as of Q2 2026.
  • Clearstead Advisors sold 1,543 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $64K.
  • Dimensional International Small Cap Value ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1024 holding.
  • Clearstead Advisors first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Dimensional International Small Cap Value ETF position peaked at $285K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.