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

Evanson Financial’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	$48.6M	Buy	+1,210,764	New	+$50.2M	2.38%	15

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

Evanson Financial's DISV Position: Q2 2026 in Review

Evanson Financial opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q2 2026: 1,210,764 shares worth $48.6M. The stake represents 2.38% of the portfolio and ranks #15 among its holdings.

469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Evanson Financial held 1,210,764 shares of Dimensional International Small Cap Value ETF worth $48.6M as of Q2 2026.
Dimensional International Small Cap Value ETF was a new Evanson Financial position in Q2 2026.
Dimensional International Small Cap Value ETF made up 2.38% of Evanson Financial's portfolio in Q2 2026, its #15 holding.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.