IC
DISV icon

IEQ Capital’s Dimensional International Small Cap Value ETF DISV Stock Holding History

IEQ Capital’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 		$211K Hold
5,260
– – ﹤0.01% 1815
2026
Q1 		$207K Buy
+5,260
New +$213K ﹤0.01% 1682
2025
Q4 		– Sell
-5,873
Closed -$210K – 1890
2025
Q3 		$210K Buy
+5,873
New +$201K ﹤0.01% 1672

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

IEQ Capital's DISV Position: Q2 2026 in Review

IEQ Capital held its Dimensional International Small Cap Value ETF (DISV) position steady in Q2 2026 at 5,260 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

IEQ Capital first reported a position in DISV in Q3 2025 and has held it in 3 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • IEQ Capital held 5,260 shares of Dimensional International Small Cap Value ETF worth $211K as of Q2 2026.
  • IEQ Capital left its Dimensional International Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional International Small Cap Value ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1815 holding.
  • IEQ Capital first reported a position in Dimensional International Small Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.