FFM
DISV icon

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

Forum Financial 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 		$226M Buy
5,642,966
+37,606
+0.7% +$1.56M 2.91% 9
2026
Q1 		$221M Sell
5,605,360
-216,294
-4% -$8.75M 3.13% 9
2025
Q4 		$221M Sell
5,821,654
-87,097
-1% -$3.16M 2.88% 9
2025
Q3 		$211M Buy
5,908,751
+9,673
+0.2% +$332K 2.89% 9
2025
Q2 		$194M Sell
5,899,078
-250,393
-4% -$7.71M 2.95% 9
2025
Q1 		$179M Sell
6,149,471
-240,324
-4% -$6.77M 2.96% 9
2024
Q4 		$170M Buy
6,389,795
+179,243
+3% +$4.92M 2.81% 9
2024
Q3 		$180M Buy
6,210,552
+188,565
+3% +$5.26M 3% 9
2024
Q2 		$162M Sell
6,021,987
-497,335
-8% -$13.6M 2.93% 9
2024
Q1 		$177M Sell
6,519,322
-101,948
-2% -$2.62M 3.03% 9
2023
Q4 		$171M Buy
6,621,270
+254,060
+4% +$6.11M 3.22% 8
2023
Q3 		$151M Buy
6,367,210
+804,855
+14% +$19.6M 3.35% 8
2023
Q2 		$132M Buy
5,562,355
+2,556,263
+85% +$61.3M 2.95% 8
2023
Q1 		$71.6M Buy
3,006,092
+953,410
+46% +$22.6M 2.07% 9
2022
Q4 		$45.6M Buy
2,052,682
+1,439,272
+235% +$30M 1.5% 12
2022
Q3 		$11.4M Buy
613,410
+533,032
+663% +$11.1M 0.55% 17
2022
Q2 		$1.69M Buy
+80,378
New +$1.86M 0.09% 73

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forum Financial Management's DISV Position: Q2 2026 in Review

Forum Financial Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.67% in Q2 2026, buying an estimated $1.56M and bringing the position to 5,642,966 shares worth $226M. The position accounts for 2.91% of the portfolio, ranked #9.

Forum Financial Management first reported a position in DISV in Q2 2022 and has held it in 17 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Forum Financial Management held 5,642,966 shares of Dimensional International Small Cap Value ETF worth $226M as of Q2 2026.
  • Forum Financial Management bought 37,606 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $1.56M.
  • Dimensional International Small Cap Value ETF made up 2.91% of Forum Financial Management's portfolio in Q2 2026, its #9 holding.
  • Forum Financial Management first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.