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

Concord Wealth 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	$210K	Buy	+5,227	New	+$217K	0.02%	214
2026 Q1	–	Sell	-40	Closed	-$1.52K	–	337
2025 Q4	$1.52K	Buy	40 +4	+11%	+$145	﹤0.01%	715
2025 Q3	$1.27K	Buy	36 +1	+3%	+$34	﹤0.01%	729
2025 Q2	$1.16K	Hold	35	–	–	﹤0.01%	749
2025 Q1	$1.01K	Buy	+35	New	+$986	﹤0.01%	730

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

Concord Wealth Partners's DISV Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q2 2026: 5,227 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #214 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DISV as recently as Q4 2025.

Concord Wealth Partners first reported a position in DISV in Q1 2025 and has held it in 5 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Concord Wealth Partners held 5,227 shares of Dimensional International Small Cap Value ETF worth $210K as of Q2 2026.
Dimensional International Small Cap Value ETF was a new Concord Wealth Partners position in Q2 2026.
Dimensional International Small Cap Value ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #214 holding.
Concord Wealth Partners first reported a position in Dimensional International Small Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

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