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

Curio Wealth’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	$1.52M	Sell	37,934 -1,239	-3%	-$51.4K	0.47%	25
2026 Q1	$1.54M	Buy	39,173 +1,138	+3%	+$46K	0.53%	24
2025 Q4	$1.44M	Sell	38,035 -15	-0%	-$544	0.51%	26
2025 Q3	$1.36M	Sell	38,050 -2,331	-6%	-$79.9K	0.56%	23
2025 Q2	$1.33M	Buy	40,381 +40,301	+50,376%	+$1.24M	0.58%	22
2025 Q1	$1.16M	Sell	80 -43,575	-100%	-$1.23M	0.6%	27
2024 Q4	$1.16M	Buy	+43,655	New	+$1.2M	0.62%	27

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

Curio Wealth's DISV Position: Q2 2026 in Review

Curio Wealth reduced its Dimensional International Small Cap Value ETF (DISV) stake by 3.2% in Q2 2026, selling an estimated $51.4K and leaving 37,934 shares worth $1.52M. The position accounts for 0.47% of the portfolio, ranked #25.

Curio Wealth first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q1 2026. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Curio Wealth held 37,934 shares of Dimensional International Small Cap Value ETF worth $1.52M as of Q2 2026.
Curio Wealth sold 1,239 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $51.4K.
Dimensional International Small Cap Value ETF made up 0.47% of Curio Wealth's portfolio in Q2 2026, its #25 holding.
Curio Wealth first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Curio Wealth's Dimensional International Small Cap Value ETF position peaked at $1.54M in Q1 2026.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.