Harbor Asset Planning’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Harbor Asset 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	$69.6K	Buy	1,735 +25	+1%	+$1.04K	0.05%	185
2026 Q1	$67.4K	Buy	1,710 +1	+0.1%	+$40	0.06%	176
2025 Q4	$64.9K	Buy	1,709 +11	+0.6%	+$399	0.06%	172
2025 Q3	$60.6K	Buy	1,698 +8	+0.5%	+$274	0.05%	172
2025 Q2	$55.6K	Buy	+1,690	New	+$52K	0.05%	170

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

Harbor Asset Planning's DISV Position: Q2 2026 in Review

Harbor Asset Planning increased its Dimensional International Small Cap Value ETF (DISV) stake by 1.5% in Q2 2026, buying an estimated $1.04K and bringing the position to 1,735 shares worth $69.6K. The position accounts for 0.05% of the portfolio, ranked #185.

Harbor Asset Planning first reported a position in DISV in Q2 2025 and has held it in 5 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Harbor Asset Planning held 1,735 shares of Dimensional International Small Cap Value ETF worth $69.6K as of Q2 2026.
Harbor Asset Planning bought 25 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $1.04K.
Dimensional International Small Cap Value ETF made up 0.05% of Harbor Asset Planning's portfolio in Q2 2026, its #185 holding.
Harbor Asset Planning first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.