FWMP
DISV icon

Foundation Wealth Management (Pennsylvania)’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$6.29M Buy
156,627
+12,455
+9% +$517K 1.9% 14
2026
Q1 		$5.69M Buy
144,172
+4,715
+3% +$191K 2.01% 13
2025
Q4 		$5.3M Buy
139,457
+25,062
+22% +$909K 1.92% 14
2025
Q3 		$4.08M Buy
114,395
+14,970
+15% +$513K 1.58% 18
2025
Q2 		$3.27M Buy
99,425
+17,720
+22% +$545K 1.42% 23
2025
Q1 		$2.38M Buy
81,705
+6,632
+9% +$187K 1.13% 29
2024
Q4 		$1.99M Buy
+75,073
New +$2.06M 0.97% 35

Other funds holding DISV

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
EF
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Foundation Wealth Management (Pennsylvania)'s DISV Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) increased its Dimensional International Small Cap Value ETF (DISV) stake by 8.6% in Q2 2026, buying an estimated $517K and bringing the position to 156,627 shares worth $6.29M. The position accounts for 1.9% of the portfolio, ranked #14.

Foundation Wealth Management (Pennsylvania) first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 156,627 shares of Dimensional International Small Cap Value ETF worth $6.29M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) bought 12,455 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $517K.
  • Dimensional International Small Cap Value ETF made up 1.9% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #14 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 267 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.