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Higgins & Schmidt Wealth Strategies’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		$380K Sell
9,469
-473
-5% -$19.6K 0.16% 46
2026
Q1 		$392K Buy
+9,942
New +$402K 0.18% 45

Other funds holding DISV

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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 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

Higgins & Schmidt Wealth Strategies's DISV Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its Dimensional International Small Cap Value ETF (DISV) stake by 4.8% in Q2 2026, selling an estimated $19.6K and leaving 9,469 shares worth $380K. The position accounts for 0.16% of the portfolio, ranked #46.

Higgins & Schmidt Wealth Strategies first reported a position in DISV in Q1 2026 and has held it in 2 quarters since. The position peaked at $392K in Q1 2026. 250 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 9,469 shares of Dimensional International Small Cap Value ETF worth $380K as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies sold 473 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $19.6K.
  • Dimensional International Small Cap Value ETF made up 0.16% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #46 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in Dimensional International Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Higgins & Schmidt Wealth Strategies's Dimensional International Small Cap Value ETF position peaked at $392K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.