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

EverSource 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	$1.98M	Buy	49,268 +11,761	+31%	+$488K	0.07%	221
2026 Q1	$1.48M	Sell	37,507 -5,236	-12%	-$212K	0.05%	286
2025 Q4	$1.62M	Buy	42,743 +2,186	+5%	+$79.3K	0.06%	233
2025 Q3	$1.45M	Sell	40,557 -704	-2%	-$24.1K	0.06%	226
2025 Q2	$1.36M	Buy	41,261 +39,191	+1,893%	+$1.21M	0.06%	214
2025 Q1	$60.3K	Hold	2,070	–	–	﹤0.01%	1148
2024 Q4	$55K	Buy	+2,070	New	+$56.8K	﹤0.01%	1150

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

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

EverSource Wealth Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 31% in Q2 2026, buying an estimated $488K and bringing the position to 49,268 shares worth $1.98M. The position accounts for 0.07% of the portfolio, ranked #221.

EverSource Wealth Advisors first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

EverSource Wealth Advisors held 49,268 shares of Dimensional International Small Cap Value ETF worth $1.98M as of Q2 2026.
EverSource Wealth Advisors bought 11,761 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $488K.
Dimensional International Small Cap Value ETF made up 0.07% of EverSource Wealth Advisors's portfolio in Q2 2026, its #221 holding.
EverSource Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

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