BFC Planning, Inc.’s Dimensional International Small Cap Value ETF DISV Stock Holding History

BFC Planning, Inc.’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 Q3	$457K	Buy	10,554 +215	+2%	+$9.26K	0.02%	626
2026 Q2	$415K	Hold	10,339	–	–	0.02%	674
2026 Q1	$408K	Sell	10,339 -328	-3%	-$13.3K	0.02%	640
2025 Q4	$405K	Hold	10,667	–	–	0.02%	618
2025 Q3	$381K	Hold	10,667	–	–	0.03%	457
2025 Q2	$351K	Buy	10,667 +3,540	+50%	+$109K	0.03%	444
2025 Q1	$208K	Hold	7,127	–	–	0.02%	592
2024 Q4	$189K	Hold	7,127	–	–	0.02%	637
2024 Q3	$207K	Buy	+7,127	New	+$199K	0.02%	592

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Jackson Thornton Wealth Management Montgomery, Alabama $1.33B AUM 20.85% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

BFC Planning, Inc.'s DISV Position: Q3 2026 in Review

BFC Planning, Inc. increased its Dimensional International Small Cap Value ETF (DISV) stake by 2.1% in Q3 2026, buying an estimated $9.26K and bringing the position to 10,554 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #626.

BFC Planning, Inc. first reported a position in DISV in Q3 2024 and has held it in 9 quarters since. 452 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

BFC Planning, Inc. held 10,554 shares of Dimensional International Small Cap Value ETF worth $457K as of Q3 2026.
BFC Planning, Inc. bought 215 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $9.26K.
Dimensional International Small Cap Value ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q3 2026, its #626 holding.
BFC Planning, Inc. first reported a position in Dimensional International Small Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
452 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.