DPW
DISV icon

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

DiNuzzo Private 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 		$25.8M Sell
641,920
-4,808
-0.7% -$199K 2.55% 14
2026
Q1 		$25.5M Sell
646,728
-13,511
-2% -$547K 2.75% 13
2025
Q4 		$25.1M Sell
660,239
-69,379
-10% -$2.52M 2.73% 12
2025
Q3 		$25.3M Sell
729,618
-18,027
-2% -$618K 2.87% 11
2025
Q2 		$24.6M Sell
747,645
-12,785
-2% -$393K 2.92% 11
2025
Q1 		$22.1M Sell
760,430
-6,590
-0.9% -$186K 2.79% 11
2024
Q4 		$20.4M Buy
767,020
+13,268
+2% +$364K 2.58% 11
2024
Q3 		$21.9M Sell
753,752
-9,009
-1% -$251K 2.7% 11
2024
Q2 		$20.5M Sell
762,761
-5,173
-0.7% -$142K 2.77% 11
2024
Q1 		$20.9M Buy
767,934
+1,309
+0.2% +$33.7K 2.82% 11
2023
Q4 		$19.8M Buy
+766,625
New +$18.4M 2.81% 11

Other funds holding DISV

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 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
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
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

DiNuzzo Private Wealth's DISV Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.74% in Q2 2026, selling an estimated $199K and leaving 641,920 shares worth $25.8M. The position accounts for 2.55% of the portfolio, ranked #14.

DiNuzzo Private Wealth first reported a position in DISV in Q4 2023 and has held it in 11 quarters since. 207 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • DiNuzzo Private Wealth held 641,920 shares of Dimensional International Small Cap Value ETF worth $25.8M as of Q2 2026.
  • DiNuzzo Private Wealth sold 4,808 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $199K.
  • Dimensional International Small Cap Value ETF made up 2.55% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #14 holding.
  • DiNuzzo Private Wealth first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 207 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.