Creative Planning
DISV icon

Creative Planning’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Creative Planning’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 		$35.2M Sell
877,952
-3,326
-0.4% -$138K 0.02% 310
2026
Q1 		$34.8M Buy
881,278
+11,664
+1% +$472K 0.02% 283
2025
Q4 		$33M Buy
869,614
+22,911
+3% +$831K 0.02% 271
2025
Q3 		$30.2M Buy
846,703
+245,586
+41% +$8.42M 0.02% 275
2025
Q2 		$19.8M Buy
601,117
+7,736
+1% +$238K 0.02% 340
2025
Q1 		$17.3M Sell
593,381
-20,053
-3% -$565K 0.02% 354
2024
Q4 		$16.3M Sell
613,434
-13,352
-2% -$366K 0.02% 334
2024
Q3 		$18.2M Sell
626,786
-263
-0% -$7.33K 0.02% 299
2024
Q2 		$16.9M Buy
627,049
+128,086
+26% +$3.52M 0.02% 298
2024
Q1 		$13.6M Sell
498,963
-25,444
-5% -$655K 0.02% 335
2023
Q4 		$13.5M Sell
524,407
-23,961
-4% -$576K 0.03% 317
2023
Q3 		$13M Sell
548,368
-12,180
-2% -$297K 0.02% 303
2023
Q2 		$13.3M Sell
560,548
-24,294
-4% -$583K 0.02% 293
2023
Q1 		$13.9M Sell
584,842
-487,354
-45% -$11.6M 0.02% 271
2022
Q4 		$23.8M Buy
+1,072,196
New +$22.4M 0.04% 187

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

Creative Planning's DISV Position: Q2 2026 in Review

Creative Planning reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.38% in Q2 2026, selling an estimated $138K and leaving 877,952 shares worth $35.2M. The position accounts for 0.02% of the portfolio, ranked #310.

Creative Planning first reported a position in DISV in Q4 2022 and has held it in 15 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Creative Planning held 877,952 shares of Dimensional International Small Cap Value ETF worth $35.2M as of Q2 2026.
  • Creative Planning sold 3,326 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $138K.
  • Dimensional International Small Cap Value ETF made up 0.02% of Creative Planning's portfolio in Q2 2026, its #310 holding.
  • Creative Planning first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.