Clune & Associates’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Clune & Associates’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	$1.46M	Buy	36,435 +26	+0.1%	+$1.08K	0.22%	70
2026 Q1	$1.44M	Buy	36,409 +6,137	+20%	+$248K	0.27%	74
2025 Q4	$1.15M	Buy	30,272 +12,181	+67%	+$442K	0.25%	84
2025 Q3	$646K	Buy	18,091 +37	+0.2%	+$1.27K	0.16%	102
2025 Q2	$594K	Sell	18,054 -850	-4%	-$26.2K	0.16%	101
2025 Q1	$550K	Buy	18,904 +9	+0%	+$254	0.17%	101
2024 Q4	$502K	Buy	+18,895	New	+$518K	0.17%	101

Other funds holding DISV

Evanson Financial Mclean, Virginia $2.04B AUM

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HNWA

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Clune & Associates's DISV Position: Q2 2026 in Review

Clune & Associates increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.07% in Q2 2026, buying an estimated $1.08K and bringing the position to 36,435 shares worth $1.46M. The position accounts for 0.22% of the portfolio, ranked #70.

Clune & Associates first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. 94 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Clune & Associates held 36,435 shares of Dimensional International Small Cap Value ETF worth $1.46M as of Q2 2026.
Clune & Associates bought 26 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $1.08K.
Dimensional International Small Cap Value ETF made up 0.22% of Clune & Associates's portfolio in Q2 2026, its #70 holding.
Clune & Associates first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
94 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.