EWM
DISV icon

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

Empirical 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 		$933K Buy
23,240
+4,370
+23% +$181K 0.01% 430
2026
Q1 		$744K Buy
18,870
+7,065
+60% +$286K 0.01% 423
2025
Q4 		$449K Buy
11,805
+1,464
+14% +$53.1K 0.01% 557
2025
Q3 		$369K Sell
10,341
-41
-0.4% -$1.41K 0.01% 560
2025
Q2 		$342K Buy
10,382
+2,297
+28% +$70.7K 0.01% 501
2025
Q1 		$235K Buy
8,085
+17
+0.2% +$479 0.01% 571
2024
Q4 		$214K Buy
+8,068
New +$221K 0.01% 565

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
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 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

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

Empirical Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 23% in Q2 2026, buying an estimated $181K and bringing the position to 23,240 shares worth $933K. The position accounts for 0.01% of the portfolio, ranked #430.

Empirical Wealth Management first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Empirical Wealth Management held 23,240 shares of Dimensional International Small Cap Value ETF worth $933K as of Q2 2026.
  • Empirical Wealth Management bought 4,370 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $181K.
  • Dimensional International Small Cap Value ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #430 holding.
  • Empirical Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 220 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.