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

Concurrent Investment 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 		$6.92M Buy
172,368
+23,485
+16% +$974K 0.06% 350
2026
Q1 		$5.87M Buy
148,883
+138,422
+1,323% +$5.6M 0.06% 324
2025
Q4 		$398K Buy
10,461
+461
+5% +$16.7K ﹤0.01% 1245
2025
Q3 		$357K Hold
10,000
– – 0.01% 1069
2025
Q2 		$329K Buy
+10,000
New +$308K 0.01% 1021

Other funds holding DISV

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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 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
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

Concurrent Investment Advisors's DISV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 16% in Q2 2026, buying an estimated $974K and bringing the position to 172,368 shares worth $6.92M. The position accounts for 0.06% of the portfolio, ranked #350.

Concurrent Investment Advisors first reported a position in DISV in Q2 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Concurrent Investment Advisors held 172,368 shares of Dimensional International Small Cap Value ETF worth $6.92M as of Q2 2026.
  • Concurrent Investment Advisors bought 23,485 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $974K.
  • Dimensional International Small Cap Value ETF made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #350 holding.
  • Concurrent Investment Advisors first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.