FFG
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Forum Finance Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Forum Finance Group’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 		– Sell
-2,868
Closed -$91K – 350
2026
Q1 		$91K Buy
+2,868
New +$116K 0.05% 173

Other funds holding DISV

Focus Partners Wealth
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
MG
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
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
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

Forum Finance Group's DISV Position: Q2 2026 in Review

Forum Finance Group sold out of Dimensional International Small Cap Value ETF (DISV) in Q2 2026, closing a stake of 2,868 shares — an estimated $91K sold.

Forum Finance Group first reported a position in DISV in Q1 2026 and held it in 1 quarter. The position peaked at $91K in Q1 2026. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Forum Finance Group reported no remaining Dimensional International Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Forum Finance Group sold 2,868 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $91K.
  • Forum Finance Group first reported a position in Dimensional International Small Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Forum Finance Group's Dimensional International Small Cap Value ETF position peaked at $91K in Q1 2026.
  • 469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.