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

Financial Symmetry’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	$9.29M	Buy	231,586 +1,088	+0.5%	+$45.1K	3.1%	10
2026 Q1	$9.52M	Buy	230,498 +7,709	+3%	+$312K	3.38%	9
2025 Q4	$8.47M	Buy	222,789 +5,565	+3%	+$202K	3.45%	9
2025 Q3	$7.74M	Buy	217,224 +14,550	+7%	+$499K	3.47%	9
2025 Q2	$6.67M	Buy	202,674 +7,660	+4%	+$236K	3.44%	9
2025 Q1	$5.68M	Buy	195,014 +16,875	+9%	+$475K	3.49%	8
2024 Q4	$4.73M	Buy	178,139 +9,564	+6%	+$262K	3.21%	8
2024 Q3	$4.9M	Buy	168,575 +6,904	+4%	+$193K	3.42%	7
2024 Q2	$4.35M	Buy	161,671 +29,740	+23%	+$816K	3.38%	7
2024 Q1	$3.59M	Buy	131,931 +10,950	+9%	+$282K	3.14%	7
2023 Q4	$3.12M	Buy	+120,981	New	+$2.91M	3.07%	7

Other funds holding DISV

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

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

Financial Symmetry's DISV Position: Q2 2026 in Review

Financial Symmetry increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.47% in Q2 2026, buying an estimated $45.1K and bringing the position to 231,586 shares worth $9.29M. The position accounts for 3.1% of the portfolio, ranked #10.

Financial Symmetry first reported a position in DISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.52M in Q1 2026. 230 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Financial Symmetry held 231,586 shares of Dimensional International Small Cap Value ETF worth $9.29M as of Q2 2026.
Financial Symmetry bought 1,088 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $45.1K.
Dimensional International Small Cap Value ETF made up 3.1% of Financial Symmetry's portfolio in Q2 2026, its #10 holding.
Financial Symmetry first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Financial Symmetry's Dimensional International Small Cap Value ETF position peaked at $9.52M in Q1 2026.
230 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.