Cypress Financial Planning
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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. 478 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.
  • 478 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.