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

Daner Wealth Management’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	$1.03M	Buy	23,357 +3,214	+16%	+$133K	0.56%	27
2026 Q1	$849K	Buy	20,143 +1,770	+10%	+$71.6K	0.5%	26
2025 Q4	$785K	Sell	18,373 -1,148	-6%	-$41.6K	0.48%	29
2025 Q3	$696K	Sell	19,521 -750	-4%	-$25.7K	0.45%	29
2025 Q2	$694K	Buy	+20,271	New	+$624K	0.48%	29
2024 Q4	$610K	Buy	+22,060	New	+$605K	0.45%	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

Daner Wealth Management's DISV Position: Q2 2026 in Review

Daner Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 16% in Q2 2026, buying an estimated $133K and bringing the position to 23,357 shares worth $1.03M. The position accounts for 0.56% of the portfolio, ranked #27.

Daner Wealth Management first reported a position in DISV in Q4 2024 and has held it in 6 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Daner Wealth Management held 23,357 shares of Dimensional International Small Cap Value ETF worth $1.03M as of Q2 2026.
Daner Wealth Management bought 3,214 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $133K.
Dimensional International Small Cap Value ETF made up 0.56% of Daner Wealth Management's portfolio in Q2 2026, its #27 holding.
Daner Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.