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DISV icon

Family CFO’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Family CFO’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 		$253K Hold
6,297
– – 0.1% 43
2026
Q1 		$248K Hold
6,297
– – 0.11% 39
2025
Q4 		$239K Hold
6,297
– – 0.11% 34
2025
Q3 		$225K Hold
6,297
– – 0.1% 33
2025
Q2 		$207K Hold
6,297
– – 0.1% 33
2025
Q1 		$183K Hold
6,297
– – 0.1% 31
2024
Q4 		$167K Hold
6,297
– – 0.09% 34
2024
Q3 		$183K Hold
6,297
– – 0.1% 29
2024
Q2 		$169K Hold
6,297
– – 0.1% 29
2024
Q1 		$171K Buy
6,297
+1,478
+31% +$38K 0.11% 27
2023
Q4 		$124K Sell
4,819
-1,292
-21% -$31.1K 0.08% 34
2023
Q3 		$145K Buy
6,111
+1,056
+21% +$25.8K 0.1% 27
2023
Q2 		$120K Buy
+5,055
New +$121K 0.08% 30

Other funds holding DISV

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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

Family CFO's DISV Position: Q2 2026 in Review

Family CFO held its Dimensional International Small Cap Value ETF (DISV) position steady in Q2 2026 at 6,297 shares worth $253K. The position accounts for 0.1% of the portfolio, ranked #43.

Family CFO first reported a position in DISV in Q2 2023 and has held it in 13 quarters since. 245 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Family CFO held 6,297 shares of Dimensional International Small Cap Value ETF worth $253K as of Q2 2026.
  • Family CFO left its Dimensional International Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional International Small Cap Value ETF made up 0.1% of Family CFO's portfolio in Q2 2026, its #43 holding.
  • Family CFO first reported a position in Dimensional International Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 245 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Family CFO's 13F filing for Q2 2026, filed 20 Jul 2026.