Financial Counselors Inc’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Financial Counselors Inc’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
2025 Q2	–	Sell	-28,035	Closed	-$816K	–	155
2025 Q1	$816K	Buy	28,035 +15,000	+115%	+$423K	0.01%	353
2024 Q4	$346K	Buy	+13,035	New	+$358K	0.01%	467
2024 Q1	–	Sell	-42,855	Closed	-$1.11M	–	582
2023 Q4	$1.11M	Buy	42,855 +20,213	+89%	+$486K	0.02%	318
2023 Q3	$538K	Buy	+22,642	New	+$552K	0.01%	380

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Financial Counselors Inc's DISV Position: Q2 2025 in Review

Financial Counselors Inc sold out of Dimensional International Small Cap Value ETF (DISV) in Q2 2025, closing a stake of 28,035 shares — an estimated $816K sold.

Financial Counselors Inc first reported a position in DISV in Q3 2023 and held it in 4 quarters. The position peaked at $1.11M in Q4 2023. 346 funds tracked by Wall St. Rank hold DISV as of Q2 2025.

Financial Counselors Inc reported no remaining Dimensional International Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 28,035 Dimensional International Small Cap Value ETF shares in Q2 2025, an estimated $816K.
Financial Counselors Inc first reported a position in Dimensional International Small Cap Value ETF in Q3 2023 and held it in 4 quarters.
Financial Counselors Inc's Dimensional International Small Cap Value ETF position peaked at $1.11M in Q4 2023.
346 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.