Outbound Financial Inc’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Outbound Financial Inc’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	$921K	Sell	22,950 -1,343	-6%	-$55.7K	0.6%	27
2026 Q1	$958K	Sell	24,293 -2,614	-10%	-$106K	0.72%	24
2025 Q4	$1.02M	Sell	26,907 -4,399	-14%	-$160K	0.8%	23
2025 Q3	$1.12M	Sell	31,306 -442	-1%	-$15.2K	0.91%	23
2025 Q2	$1.04M	Buy	+31,748	New	+$977K	0.95%	23

Other funds holding DISV

Evanson Financial Mclean, Virginia $2.04B AUM

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return