FM
DISV icon

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

Family Management’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 		$258K Sell
6,433
-10,373
-62% -$430K 0.03% 238
2026
Q1 		$663K Buy
+16,806
New +$680K 0.08% 132

Other funds holding DISV

Focus Partners Wealth
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
MG
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
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
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

Family Management's DISV Position: Q2 2026 in Review

Family Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 62% in Q2 2026, selling an estimated $430K and leaving 6,433 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #238.

Family Management first reported a position in DISV in Q1 2026 and has held it in 2 quarters since. The position peaked at $663K in Q1 2026. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Family Management held 6,433 shares of Dimensional International Small Cap Value ETF worth $258K as of Q2 2026.
  • Family Management sold 10,373 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $430K.
  • Dimensional International Small Cap Value ETF made up 0.03% of Family Management's portfolio in Q2 2026, its #238 holding.
  • Family Management first reported a position in Dimensional International Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Family Management's Dimensional International Small Cap Value ETF position peaked at $663K in Q1 2026.
  • 469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.