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

Fortis Capital 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	$545K	Buy	13,570 +180	+1%	+$7.47K	0.06%	134
2026 Q1	$528K	Sell	13,390 -2,388	-15%	-$96.6K	0.05%	132
2025 Q4	$600K	Buy	+15,778	New	+$572K	0.08%	108
2023 Q4	–	Sell	-18,391	Closed	-$437K	–	140
2023 Q3	$437K	Hold	18,391	–	–	0.14%	100
2023 Q2	$435K	Hold	18,391	–	–	0.15%	70
2023 Q1	$438K	Buy	+18,391	New	+$436K	0.18%	70

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

Fortis Capital Management's DISV Position: Q2 2026 in Review

Fortis Capital Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 1.3% in Q2 2026, buying an estimated $7.47K and bringing the position to 13,570 shares worth $545K. The position accounts for 0.06% of the portfolio, ranked #134.

Fortis Capital Management first reported a position in DISV in Q1 2023 and has held it in 6 quarters since. The position peaked at $600K in Q4 2025. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Fortis Capital Management held 13,570 shares of Dimensional International Small Cap Value ETF worth $545K as of Q2 2026.
Fortis Capital Management bought 180 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $7.47K.
Dimensional International Small Cap Value ETF made up 0.06% of Fortis Capital Management's portfolio in Q2 2026, its #134 holding.
Fortis Capital Management first reported a position in Dimensional International Small Cap Value ETF in Q1 2023 and has held it in 6 quarters since.
Fortis Capital Management's Dimensional International Small Cap Value ETF position peaked at $600K in Q4 2025.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.