HWA
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HHM Wealth Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

HHM 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 		– Sell
-367
Closed -$14.5K – 923
2026
Q1 		$14.5K Hold
367
– – ﹤0.01% 567
2025
Q4 		$13.9K Hold
367
– – ﹤0.01% 556
2025
Q3 		$13.1K Buy
+367
New +$12.6K ﹤0.01% 591

Other funds holding DISV

Focus Partners Wealth
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
MG
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HHM Wealth Advisors's DISV Position: Q2 2026 in Review

HHM Wealth Advisors sold out of Dimensional International Small Cap Value ETF (DISV) in Q2 2026, closing a stake of 367 shares — an estimated $14.5K sold.

HHM Wealth Advisors first reported a position in DISV in Q3 2025 and held it in 3 quarters. The position peaked at $14.5K in Q1 2026. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Dimensional International Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 367 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $14.5K.
  • HHM Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q3 2025 and held it in 3 quarters.
  • HHM Wealth Advisors's Dimensional International Small Cap Value ETF position peaked at $14.5K in Q1 2026.
  • 470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

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