Golden Bell Financial Planning’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Golden Bell Financial Planning’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	$3.83M	Buy	95,526 +6,822	+8%	+$283K	2.82%	12
2026 Q1	$3.5M	Buy	88,704 +3,957	+5%	+$160K	2.79%	12
2025 Q4	$3.22M	Buy	84,747 +1,762	+2%	+$63.9K	2.68%	12
2025 Q3	$2.96M	Buy	82,985 +4,480	+6%	+$154K	2.57%	12
2025 Q2	$2.58M	Sell	78,505 -903	-1%	-$27.8K	2.43%	12
2025 Q1	$2.31M	Buy	79,408 +4,846	+6%	+$137K	2.25%	13
2024 Q4	$1.98M	Buy	+74,562	New	+$2.05M	1.99%	13

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Golden Bell Financial Planning's DISV Position: Q2 2026 in Review

Golden Bell Financial Planning increased its Dimensional International Small Cap Value ETF (DISV) stake by 7.7% in Q2 2026, buying an estimated $283K and bringing the position to 95,526 shares worth $3.83M. The position accounts for 2.82% of the portfolio, ranked #12.

Golden Bell Financial Planning first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Golden Bell Financial Planning held 95,526 shares of Dimensional International Small Cap Value ETF worth $3.83M as of Q2 2026.
Golden Bell Financial Planning bought 6,822 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $283K.
Dimensional International Small Cap Value ETF made up 2.82% of Golden Bell Financial Planning's portfolio in Q2 2026, its #12 holding.
Golden Bell Financial Planning first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.