Great Point Wealth Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Great Point Wealth 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	$550K	Sell	13,703 -10	-0.1%	-$415	0.09%	44
2026 Q1	$541K	Sell	13,713 -254	-2%	-$10.3K	0.1%	42
2025 Q4	$531K	Sell	13,967 -86	-0.6%	-$3.12K	0.1%	45
2025 Q3	$502K	Buy	+14,053	New	+$482K	0.09%	45
2025 Q1	$620K	Sell	21,296 -77	-0.4%	-$2.17K	0.13%	42
2024 Q4	$568K	Sell	21,373 -1	-0%	-$27	0.12%	43
2024 Q3	$621K	Sell	21,374 -16	-0.1%	-$446	0.13%	44
2024 Q2	$576K	Sell	21,390 -292	-1%	-$8.01K	0.13%	43
2024 Q1	$590K	Buy	21,682 +115	+0.5%	+$2.96K	0.14%	43
2023 Q4	$556K	Sell	21,567 -278	-1%	-$6.68K	0.14%	50
2023 Q3	$519K	Buy	21,845 +3,416	+19%	+$83.3K	0.16%	48
2023 Q2	$436K	Buy	18,429 +1	+0%	+$24	0.13%	47
2023 Q1	$439K	Sell	18,428 -2,288	-11%	-$54.3K	0.14%	47
2022 Q4	$460K	Buy	+20,716	New	+$432K	0.15%	47

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

Great Point Wealth Advisors's DISV Position: Q2 2026 in Review

Great Point Wealth Advisors reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.07% in Q2 2026, selling an estimated $415 and leaving 13,703 shares worth $550K. The position accounts for 0.09% of the portfolio, ranked #44.

Great Point Wealth Advisors first reported a position in DISV in Q4 2022 and has held it in 14 quarters since. The position peaked at $621K in Q3 2024. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Great Point Wealth Advisors held 13,703 shares of Dimensional International Small Cap Value ETF worth $550K as of Q2 2026.
Great Point Wealth Advisors sold 10 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $415.
Dimensional International Small Cap Value ETF made up 0.09% of Great Point Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Great Point Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
Great Point Wealth Advisors's Dimensional International Small Cap Value ETF position peaked at $621K in Q3 2024.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.