GVAG
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Great Valley Advisor Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Great Valley Advisor Group’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
Q1 		$570K Buy
14,454
+1,307
+10% +$52.9K 0.01% 650
2025
Q4 		$499K Sell
13,147
-2,759
-17% -$100K 0.01% 630
2025
Q3 		$568K Buy
15,906
+1,654
+12% +$56.7K 0.01% 597
2025
Q2 		$469K Buy
14,252
+6,681
+88% +$206K 0.01% 619
2025
Q1 		$220K Buy
+7,571
New +$213K ﹤0.01% 808

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Great Valley Advisor Group's DISV Position: Q1 2026 in Review

Great Valley Advisor Group increased its Dimensional International Small Cap Value ETF (DISV) stake by 9.9% in Q1 2026, buying an estimated $52.9K and bringing the position to 14,454 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #650.

Great Valley Advisor Group first reported a position in DISV in Q1 2025 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

  • Great Valley Advisor Group held 14,454 shares of Dimensional International Small Cap Value ETF worth $570K as of Q1 2026.
  • Great Valley Advisor Group bought 1,307 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $52.9K.
  • Dimensional International Small Cap Value ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #650 holding.
  • Great Valley Advisor Group first reported a position in Dimensional International Small Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.