Financial Architects (Georgia)’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Financial Architects (Georgia)’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	$9.92M	Buy	247,315 +3,425	+1%	+$142K	4.76%	10
2026 Q1	$9.62M	Sell	243,890 -3,640	-1%	-$147K	5.07%	8
2025 Q4	$9.41M	Buy	247,530 +4,175	+2%	+$151K	5.06%	8
2025 Q3	$8.69M	Buy	243,355 +2,880	+1%	+$98.7K	4.94%	7
2025 Q2	$7.91M	Sell	240,475 -3,185	-1%	-$98K	4.81%	8
2025 Q1	$7.1M	Sell	243,660 -7,720	-3%	-$217K	4.53%	9
2024 Q4	$6.68M	Buy	251,380 +10,385	+4%	+$285K	4.28%	9
2024 Q3	$7M	Buy	240,995 +80	+0%	+$2.23K	4.51%	9
2024 Q2	$6.48M	Buy	240,915 +4,870	+2%	+$134K	4.41%	10
2024 Q1	$6.42M	Buy	236,045 +29,025	+14%	+$747K	4.44%	9
2023 Q4	$5.34M	Buy	+207,020	New	+$4.98M	4.21%	9

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

Financial Architects (Georgia)'s DISV Position: Q2 2026 in Review

Financial Architects (Georgia) increased its Dimensional International Small Cap Value ETF (DISV) stake by 1.4% in Q2 2026, buying an estimated $142K and bringing the position to 247,315 shares worth $9.92M. The position accounts for 4.76% of the portfolio, ranked #10.

Financial Architects (Georgia) first reported a position in DISV in Q4 2023 and has held it in 11 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Financial Architects (Georgia) held 247,315 shares of Dimensional International Small Cap Value ETF worth $9.92M as of Q2 2026.
Financial Architects (Georgia) bought 3,425 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $142K.
Dimensional International Small Cap Value ETF made up 4.76% of Financial Architects (Georgia)'s portfolio in Q2 2026, its #10 holding.
Financial Architects (Georgia) first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Financial Architects (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.