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

EF
Evanson Financial Mclean, Virginia $2.04B AUM
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 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. 90 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.
  • 90 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.