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

EQ 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	$7.73M	Sell	192,541 -8,031	-4%	-$333K	4.25%	7
2026 Q1	$7.91M	Sell	200,572 -1,934	-1%	-$78.2K	4.62%	7
2025 Q4	$7.7M	Sell	202,506 -10,986	-5%	-$398K	4.54%	8
2025 Q3	$7.62M	Buy	213,492 +13,547	+7%	+$464K	5.01%	8
2025 Q2	$6.58M	Buy	199,945 +35,860	+22%	+$1.1M	4.48%	9
2025 Q1	$4.78M	Buy	164,085 +34,016	+26%	+$958K	3.81%	9
2024 Q4	$3.46M	Buy	+130,069	New	+$3.57M	3.32%	10

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

IWC

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

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

EQ Wealth Advisors reduced its Dimensional International Small Cap Value ETF (DISV) stake by 4% in Q2 2026, selling an estimated $333K and leaving 192,541 shares worth $7.73M. The position accounts for 4.25% of the portfolio, ranked #7.

EQ Wealth Advisors first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.91M in Q1 2026. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

EQ Wealth Advisors held 192,541 shares of Dimensional International Small Cap Value ETF worth $7.73M as of Q2 2026.
EQ Wealth Advisors sold 8,031 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $333K.
Dimensional International Small Cap Value ETF made up 4.25% of EQ Wealth Advisors's portfolio in Q2 2026, its #7 holding.
EQ Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
EQ Wealth Advisors's Dimensional International Small Cap Value ETF position peaked at $7.91M in Q1 2026.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on EQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.