EWP
DISV icon

Elevation Wealth Partners’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Elevation Wealth Partners’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 		$206K Buy
5,127
+64
+1% +$2.65K 0.06% 136
2026
Q1 		$200K Buy
5,063
+202
+4% +$8.17K 0.07% 119
2025
Q4 		$185K Buy
4,861
+27
+0.6% +$979 0.07% 121
2025
Q3 		$173K Buy
+4,834
New +$166K 0.06% 126

Other funds holding DISV

Focus Partners Wealth
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
MG
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elevation Wealth Partners's DISV Position: Q2 2026 in Review

Elevation Wealth Partners increased its Dimensional International Small Cap Value ETF (DISV) stake by 1.3% in Q2 2026, buying an estimated $2.65K and bringing the position to 5,127 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #136.

Elevation Wealth Partners first reported a position in DISV in Q3 2025 and has held it in 4 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Elevation Wealth Partners held 5,127 shares of Dimensional International Small Cap Value ETF worth $206K as of Q2 2026.
  • Elevation Wealth Partners bought 64 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $2.65K.
  • Dimensional International Small Cap Value ETF made up 0.06% of Elevation Wealth Partners's portfolio in Q2 2026, its #136 holding.
  • Elevation Wealth Partners first reported a position in Dimensional International Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.