CFP
DISV icon

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

Cypress Financial 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 		– Sell
-20,418
Closed -$805K – 112
2026
Q1 		$805K Sell
20,418
-2,380
-10% -$96.3K 0.22% 41
2025
Q4 		$866K Buy
+22,798
New +$827K 0.24% 40

Other funds holding DISV

EF
Evanson Financial Mclean, Virginia $2.04B AUM
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Cypress Financial Planning's DISV Position: Q2 2026 in Review

Cypress Financial Planning sold out of Dimensional International Small Cap Value ETF (DISV) in Q2 2026, closing a stake of 20,418 shares — an estimated $805K sold.

Cypress Financial Planning first reported a position in DISV in Q4 2025 and held it in 2 quarters. The position peaked at $866K in Q4 2025. 94 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Cypress Financial Planning reported no remaining Dimensional International Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Cypress Financial Planning sold 20,418 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $805K.
  • Cypress Financial Planning first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and held it in 2 quarters.
  • Cypress Financial Planning's Dimensional International Small Cap Value ETF position peaked at $866K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.