Fortitude Family Office’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Fortitude Family Office’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	$1.94M	Sell	48,313 -1,670	-3%	-$69.3K	0.38%	49
2026 Q1	$1.97M	Hold	49,983	–	–	0.44%	48
2025 Q4	$1.9M	Sell	49,983 -1,237	-2%	-$44.9K	0.44%	50
2025 Q3	$1.83M	Sell	51,220 -3,236	-6%	-$111K	0.49%	48
2025 Q2	$1.79M	Buy	+54,456	New	+$1.68M	0.59%	41

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

Fortitude Family Office's DISV Position: Q2 2026 in Review

Fortitude Family Office reduced its Dimensional International Small Cap Value ETF (DISV) stake by 3.3% in Q2 2026, selling an estimated $69.3K and leaving 48,313 shares worth $1.94M. The position accounts for 0.38% of the portfolio, ranked #49.

Fortitude Family Office first reported a position in DISV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.97M in Q1 2026. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Fortitude Family Office held 48,313 shares of Dimensional International Small Cap Value ETF worth $1.94M as of Q2 2026.
Fortitude Family Office sold 1,670 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $69.3K.
Dimensional International Small Cap Value ETF made up 0.38% of Fortitude Family Office's portfolio in Q2 2026, its #49 holding.
Fortitude Family Office first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
Fortitude Family Office's Dimensional International Small Cap Value ETF position peaked at $1.97M in Q1 2026.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.