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 Q2	$682K	Buy	17,001 +2,547	+18%	+$106K	0.01%	628
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 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

Great Valley Advisor Group's DISV Position: Q2 2026 in Review

Great Valley Advisor Group increased its Dimensional International Small Cap Value ETF (DISV) stake by 18% in Q2 2026, buying an estimated $106K and bringing the position to 17,001 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #628.

Great Valley Advisor Group first reported a position in DISV in Q1 2025 and has held it in 6 quarters since. 473 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Great Valley Advisor Group held 17,001 shares of Dimensional International Small Cap Value ETF worth $682K as of Q2 2026.
Great Valley Advisor Group bought 2,547 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $106K.
Dimensional International Small Cap Value ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #628 holding.
Great Valley Advisor Group first reported a position in Dimensional International Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
473 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.