EWA
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EP Wealth Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

EP Wealth Advisors’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 		$644K Buy
16,045
+4,998
+45% +$207K ﹤0.01% 917
2026
Q1 		$436K Buy
11,047
+135
+1% +$5.46K ﹤0.01% 965
2025
Q4 		$415K Buy
+10,912
New +$396K ﹤0.01% 964
2025
Q2 		$316K Buy
+9,600
New +$295K ﹤0.01% 986

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

EP Wealth Advisors's DISV Position: Q2 2026 in Review

EP Wealth Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 45% in Q2 2026, buying an estimated $207K and bringing the position to 16,045 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

EP Wealth Advisors first reported a position in DISV in Q2 2025 and has held it in 4 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • EP Wealth Advisors held 16,045 shares of Dimensional International Small Cap Value ETF worth $644K as of Q2 2026.
  • EP Wealth Advisors bought 4,998 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $207K.
  • Dimensional International Small Cap Value ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #917 holding.
  • EP Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.