Equita Financial Network’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Equita Financial Network’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	$19.4M	Buy	483,741 +23,824	+5%	+$988K	5.39%	5
2026 Q1	$18.1M	Sell	459,917 -24,198	-5%	-$979K	5.7%	4
2025 Q4	$18.4M	Buy	484,115 +39,045	+9%	+$1.42M	5.54%	5
2025 Q3	$15.9M	Buy	445,070 +10,124	+2%	+$347K	5.37%	5
2025 Q2	$14.3M	Sell	434,946 -30,496	-7%	-$939K	5.69%	5
2025 Q1	$13.6M	Buy	465,442 +38,478	+9%	+$1.08M	4.74%	5
2024 Q4	$11.3M	Buy	426,964 +22,694	+6%	+$623K	4.1%	6
2024 Q3	$11.7M	Buy	404,270 +41,945	+12%	+$1.17M	4.29%	6
2024 Q2	$9.75M	Buy	362,325 +48,688	+16%	+$1.34M	4.07%	6
2024 Q1	$8.53M	Buy	313,637 +181,322	+137%	+$4.67M	3.83%	6
2023 Q4	$3.41M	Buy	132,315 +11,794	+10%	+$283K	1.82%	22
2023 Q3	$2.87M	Buy	+120,521	New	+$2.94M	1.76%	23

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

Equita Financial Network's DISV Position: Q2 2026 in Review

Equita Financial Network increased its Dimensional International Small Cap Value ETF (DISV) stake by 5.2% in Q2 2026, buying an estimated $988K and bringing the position to 483,741 shares worth $19.4M. The position accounts for 5.39% of the portfolio, ranked #5.

Equita Financial Network first reported a position in DISV in Q3 2023 and has held it in 12 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Equita Financial Network held 483,741 shares of Dimensional International Small Cap Value ETF worth $19.4M as of Q2 2026.
Equita Financial Network bought 23,824 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $988K.
Dimensional International Small Cap Value ETF made up 5.39% of Equita Financial Network's portfolio in Q2 2026, its #5 holding.
Equita Financial Network first reported a position in Dimensional International Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.