Gradient Capital Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Gradient Capital Advisors’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	$3.68M	Buy	91,739 +444	+0.5%	+$18.4K	0.85%	37
2026 Q1	$3.6M	Sell	91,295 -4,284	-4%	-$173K	0.93%	36
2025 Q4	$3.63M	Buy	95,579 +2,070	+2%	+$75.1K	0.94%	38
2025 Q3	$3.34M	Buy	93,509 +267	+0.3%	+$9.15K	0.89%	38
2025 Q2	$3.07M	Sell	93,242 -1,666	-2%	-$51.3K	0.91%	36
2025 Q1	$2.76M	Buy	94,908 +4,930	+5%	+$139K	0.9%	35
2024 Q4	$2.39M	Buy	89,978 +6,570	+8%	+$180K	0.77%	35
2024 Q3	$2.42M	Buy	83,408 +8,687	+12%	+$242K	0.8%	34
2024 Q2	$2.01M	Buy	74,721 +1,716	+2%	+$47.1K	0.72%	35
2024 Q1	$1.99M	Buy	73,005 +1,828	+3%	+$47.1K	0.73%	34
2023 Q4	$1.84M	Sell	71,177 -414	-0.6%	-$9.95K	0.7%	34
2023 Q3	$1.7M	Buy	71,591 +3,366	+5%	+$82.1K	0.71%	33
2023 Q2	$1.61M	Buy	68,225 +5,085	+8%	+$122K	0.65%	34
2023 Q1	$1.5M	Buy	63,140 +3,084	+5%	+$73.2K	0.64%	33
2022 Q4	$1.33M	Buy	60,056 +9,001	+18%	+$188K	0.61%	40
2022 Q3	$948K	Buy	+51,055	New	+$1.07M	0.45%	53

Other funds holding DISV

Evanson Financial Mclean, Virginia $2.04B AUM

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HNWA

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Gradient Capital Advisors's DISV Position: Q2 2026 in Review

Gradient Capital Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.49% in Q2 2026, buying an estimated $18.4K and bringing the position to 91,739 shares worth $3.68M. The position accounts for 0.85% of the portfolio, ranked #37.

Gradient Capital Advisors first reported a position in DISV in Q3 2022 and has held it in 16 quarters since. 112 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Gradient Capital Advisors held 91,739 shares of Dimensional International Small Cap Value ETF worth $3.68M as of Q2 2026.
Gradient Capital Advisors bought 444 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $18.4K.
Dimensional International Small Cap Value ETF made up 0.85% of Gradient Capital Advisors's portfolio in Q2 2026, its #37 holding.
Gradient Capital Advisors first reported a position in Dimensional International Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
112 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.