CMP
DISV icon

Coston McIsaac & Partners’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Coston McIsaac & 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 		$7K Buy
181
+2
+1% +$83 ﹤0.01% 636
2026
Q1 		$7K Hold
179
– – ﹤0.01% 628
2025
Q4 		$6K Buy
+179
New +$6.49K ﹤0.01% 635

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Coston McIsaac & Partners's DISV Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Dimensional International Small Cap Value ETF (DISV) stake by 1.1% in Q2 2026, buying an estimated $83 and bringing the position to 181 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Coston McIsaac & Partners first reported a position in DISV in Q4 2025 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Coston McIsaac & Partners held 181 shares of Dimensional International Small Cap Value ETF worth $7K as of Q2 2026.
  • Coston McIsaac & Partners bought 2 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $83.
  • Dimensional International Small Cap Value ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #636 holding.
  • Coston McIsaac & Partners first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.