Ferguson Johnson Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Ferguson Johnson Wealth 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	$2.15M	Buy	53,460 +4,960	+10%	+$206K	1.56%	15
2026 Q1	$1.91M	Sell	48,500 -3,342	-6%	-$135K	1.55%	15
2025 Q4	$1.97M	Buy	+51,842	New	+$1.88M	1.64%	13

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

Ferguson Johnson Wealth Management's DISV Position: Q2 2026 in Review

Ferguson Johnson Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 10% in Q2 2026, buying an estimated $206K and bringing the position to 53,460 shares worth $2.15M. The position accounts for 1.56% of the portfolio, ranked #15.

Ferguson Johnson Wealth Management first reported a position in DISV in Q4 2025 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Ferguson Johnson Wealth Management held 53,460 shares of Dimensional International Small Cap Value ETF worth $2.15M as of Q2 2026.
Ferguson Johnson Wealth Management bought 4,960 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $206K.
Dimensional International Small Cap Value ETF made up 1.56% of Ferguson Johnson Wealth Management's portfolio in Q2 2026, its #15 holding.
Ferguson Johnson Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Ferguson Johnson Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.