Global Financial Private Client’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Global Financial Private Client’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	$550K	Buy	13,711 +5,793	+73%	+$240K	0.15%	159
2026 Q1	$312K	Buy	+7,918	New	+$320K	0.1%	196

Other funds holding DISV

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 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

Global Financial Private Client's DISV Position: Q2 2026 in Review

Global Financial Private Client increased its Dimensional International Small Cap Value ETF (DISV) stake by 73% in Q2 2026, buying an estimated $240K and bringing the position to 13,711 shares worth $550K. The position accounts for 0.15% of the portfolio, ranked #159.

Global Financial Private Client first reported a position in DISV in Q1 2026 and has held it in 2 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Global Financial Private Client held 13,711 shares of Dimensional International Small Cap Value ETF worth $550K as of Q2 2026.
Global Financial Private Client bought 5,793 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $240K.
Dimensional International Small Cap Value ETF made up 0.15% of Global Financial Private Client's portfolio in Q2 2026, its #159 holding.
Global Financial Private Client first reported a position in Dimensional International Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.