Elevate Wealth Advisory’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Elevate Wealth Advisory’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	$465K	Sell	11,582 -990	-8%	-$41.1K	0.27%	48
2026 Q1	$496K	Buy	12,572 +1,304	+12%	+$52.8K	0.31%	50
2025 Q4	$428K	Buy	11,268 +596	+6%	+$21.6K	0.29%	49
2025 Q3	$381K	Buy	10,672 +288	+3%	+$9.87K	0.28%	51
2025 Q2	$342K	Sell	10,384 -4,781	-32%	-$147K	0.24%	55
2025 Q1	$442K	Buy	15,165 +589	+4%	+$16.6K	0.31%	50
2024 Q4	$387K	Buy	14,576 +17	+0.1%	+$466	0.29%	48
2024 Q3	$423K	Hold	14,559	–	–	0.31%	43
2024 Q2	$392K	Sell	14,559 -1,899	-12%	-$52.1K	0.32%	43
2024 Q1	$447K	Sell	16,458 -3,181	-16%	-$81.9K	0.39%	36
2023 Q4	$506K	Buy	+19,639	New	+$472K	0.46%	33

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elevate Wealth Advisory's DISV Position: Q2 2026 in Review

Elevate Wealth Advisory reduced its Dimensional International Small Cap Value ETF (DISV) stake by 7.9% in Q2 2026, selling an estimated $41.1K and leaving 11,582 shares worth $465K. The position accounts for 0.27% of the portfolio, ranked #48.

Elevate Wealth Advisory first reported a position in DISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $506K in Q4 2023. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Elevate Wealth Advisory held 11,582 shares of Dimensional International Small Cap Value ETF worth $465K as of Q2 2026.
Elevate Wealth Advisory sold 990 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $41.1K.
Dimensional International Small Cap Value ETF made up 0.27% of Elevate Wealth Advisory's portfolio in Q2 2026, its #48 holding.
Elevate Wealth Advisory first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Elevate Wealth Advisory's Dimensional International Small Cap Value ETF position peaked at $506K in Q4 2023.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

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