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

GEN 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 		– Sell
-8,229
Closed -$325K – 49
2026
Q1 		$325K Sell
8,229
-49
-0.6% -$1.98K 0.2% 44
2025
Q4 		$315K Hold
8,278
– – 0.2% 40
2025
Q3 		$295K Sell
8,278
-1,246
-13% -$42.7K 0.25% 41
2025
Q2 		$313K Hold
9,524
– – 0.26% 40
2025
Q1 		$277K Buy
+9,524
New +$268K 0.19% 44

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
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
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

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

GEN Financial Management sold out of Dimensional International Small Cap Value ETF (DISV) in Q2 2026, closing a stake of 8,229 shares — an estimated $325K sold.

GEN Financial Management first reported a position in DISV in Q1 2025 and held it in 5 quarters. The position peaked at $325K in Q1 2026. 245 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • GEN Financial Management reported no remaining Dimensional International Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • GEN Financial Management sold 8,229 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $325K.
  • GEN Financial Management first reported a position in Dimensional International Small Cap Value ETF in Q1 2025 and held it in 5 quarters.
  • GEN Financial Management's Dimensional International Small Cap Value ETF position peaked at $325K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.