D.J. St. Germain’s Dimensional International Small Cap Value ETF DISV Stock Holding History

D.J. St. Germain’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	$22	Buy	+1	New	+$41	﹤0.01%	895

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

D.J. St. Germain's DISV Position: Q2 2026 in Review

D.J. St. Germain opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q2 2026: 1 share worth $22. The stake represents ﹤0.01% of the portfolio and ranks #895 among its holdings.

469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

D.J. St. Germain held 1 share of Dimensional International Small Cap Value ETF worth $22 as of Q2 2026.
Dimensional International Small Cap Value ETF was a new D.J. St. Germain position in Q2 2026.
Dimensional International Small Cap Value ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #895 holding.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.