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

HMV 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	$4.93M	Buy	122,861 +20,059	+20%	+$832K	1.92%	17
2026 Q1	$4.05M	Buy	102,802 +6,951	+7%	+$281K	1.9%	16
2025 Q4	$3.64M	Sell	95,851 -1,336	-1%	-$48.5K	1.82%	16
2025 Q3	$3.47M	Sell	97,187 -4,692	-5%	-$161K	1.91%	16
2025 Q2	$3.35M	Buy	101,879 +17,281	+20%	+$532K	2.2%	13
2025 Q1	$2.46M	Buy	84,598 +36,768	+77%	+$1.04M	1.95%	18
2024 Q4	$1.27M	Buy	+47,830	New	+$1.31M	1.27%	28

Other funds holding DISV

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

NorthAvenue LLC Columbus, Ohio $140M AUM

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

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

HMV Wealth Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 20% in Q2 2026, buying an estimated $832K and bringing the position to 122,861 shares worth $4.93M. The position accounts for 1.92% of the portfolio, ranked #17.

HMV Wealth Advisors first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. 171 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

HMV Wealth Advisors held 122,861 shares of Dimensional International Small Cap Value ETF worth $4.93M as of Q2 2026.
HMV Wealth Advisors bought 20,059 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $832K.
Dimensional International Small Cap Value ETF made up 1.92% of HMV Wealth Advisors's portfolio in Q2 2026, its #17 holding.
HMV Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
171 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

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