CWA
DISV icon

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

CogentBlue Wealth 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 		$795K Hold
19,821
– – 0.46% 35
2026
Q1 		$782K Hold
19,821
– – 0.53% 28
2025
Q4 		$753K Hold
19,821
– – 0.51% 29
2025
Q3 		$707K Hold
19,821
– – 0.48% 32
2025
Q2 		$652K Buy
+19,821
New +$610K 0.5% 31

Other funds holding DISV

EF
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
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
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
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

CogentBlue Wealth Advisors's DISV Position: Q2 2026 in Review

CogentBlue Wealth Advisors held its Dimensional International Small Cap Value ETF (DISV) position steady in Q2 2026 at 19,821 shares worth $795K. The position accounts for 0.46% of the portfolio, ranked #35.

CogentBlue Wealth Advisors first reported a position in DISV in Q2 2025 and has held it in 5 quarters since. 125 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • CogentBlue Wealth Advisors held 19,821 shares of Dimensional International Small Cap Value ETF worth $795K as of Q2 2026.
  • CogentBlue Wealth Advisors left its Dimensional International Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional International Small Cap Value ETF made up 0.46% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • CogentBlue Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 125 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.