IFG Advisory’s Dimensional International Small Cap Value ETF DISV Stock Holding History

IFG Advisory’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 Q1	$111K	Sell	2,814 -161,059	-98%	-$6.52M	0.32%	71
2025 Q4	$6.23M	Sell	163,873 -2,463	-1%	-$89.3K	0.27%	97
2025 Q3	$5.94M	Sell	166,336 -1,053	-0.6%	-$36.1K	0.27%	99
2025 Q2	$5.51M	Buy	167,389 +8,097	+5%	+$249K	0.28%	93
2025 Q1	$4.64M	Buy	159,292 +96,706	+155%	+$2.72M	0.26%	104
2024 Q4	$1.66M	Buy	62,586 +3,126	+5%	+$85.8K	0.09%	231
2024 Q3	$1.73M	Buy	59,460 +3,186	+6%	+$88.9K	0.11%	217
2024 Q2	$1.51M	Buy	56,274 +4,796	+9%	+$132K	0.1%	229
2024 Q1	$1.4M	Buy	+51,478	New	+$1.33M	0.1%	222

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

IFG Advisory's DISV Position: Q1 2026 in Review

IFG Advisory reduced its Dimensional International Small Cap Value ETF (DISV) stake by 98% in Q1 2026, selling an estimated $6.52M and leaving 2,814 shares worth $111K. The position accounts for 0.32% of the portfolio, ranked #71.

IFG Advisory first reported a position in DISV in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.23M in Q4 2025. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

IFG Advisory held 2,814 shares of Dimensional International Small Cap Value ETF worth $111K as of Q1 2026.
IFG Advisory sold 161,059 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $6.52M.
Dimensional International Small Cap Value ETF made up 0.32% of IFG Advisory's portfolio in Q1 2026, its #71 holding.
IFG Advisory first reported a position in Dimensional International Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
IFG Advisory's Dimensional International Small Cap Value ETF position peaked at $6.23M in Q4 2025.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.