Henrickson Nauta Wealth Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Henrickson Nauta 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	$18.8M	Buy	468,855 +15,407	+3%	+$639K	4.58%	7
2026 Q1	$17.9M	Sell	453,448 -413,718	-48%	-$16.7M	5.02%	6
2025 Q4	$33.5M	Buy	867,166 +495,105	+133%	+$18M	4.95%	6
2025 Q3	$13.3M	Buy	372,061 +28,282	+8%	+$970K	4.2%	8
2025 Q2	$11.3M	Buy	343,779 +43,346	+14%	+$1.33M	3.92%	8
2025 Q1	$8.26M	Buy	300,433 +57,667	+24%	+$1.62M	3.38%	9
2024 Q4	$6.45M	Buy	242,766 +38,647	+19%	+$1.06M	2.62%	12
2024 Q3	$5.93M	Buy	204,119 +8,164	+4%	+$228K	2.36%	12
2024 Q2	$5.27M	Buy	195,955 +13,731	+8%	+$377K	2.25%	12
2024 Q1	$4.95M	Buy	182,224 +30,202	+20%	+$777K	2.18%	12
2023 Q4	$3.92M	Buy	152,022 +12,481	+9%	+$300K	1.92%	13
2023 Q3	$3.32M	Buy	139,541 +29,542	+27%	+$721K	2.03%	13
2023 Q2	$2.6M	Buy	109,999 +29,675	+37%	+$712K	1.77%	12
2023 Q1	$1.91M	Buy	80,324 +16,447	+26%	+$390K	1.38%	13
2022 Q4	$1.42M	Buy	63,877 +6,938	+12%	+$145K	1.13%	14
2022 Q3	$1.06M	Buy	56,939 +25,063	+79%	+$524K	1.01%	16
2022 Q2	$671K	Buy	+31,876	New	+$739K	0.61%	19

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

Henrickson Nauta Wealth Advisors's DISV Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 3.4% in Q2 2026, buying an estimated $639K and bringing the position to 468,855 shares worth $18.8M. The position accounts for 4.58% of the portfolio, ranked #7.

Henrickson Nauta Wealth Advisors first reported a position in DISV in Q2 2022 and has held it in 17 quarters since. The position peaked at $33.5M in Q4 2025. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Henrickson Nauta Wealth Advisors held 468,855 shares of Dimensional International Small Cap Value ETF worth $18.8M as of Q2 2026.
Henrickson Nauta Wealth Advisors bought 15,407 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $639K.
Dimensional International Small Cap Value ETF made up 4.58% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Henrickson Nauta Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
Henrickson Nauta Wealth Advisors's Dimensional International Small Cap Value ETF position peaked at $33.5M in Q4 2025.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.