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 Q2	$7.63M	Buy	190,046 +187,232	+6,654%	+$7.77M	0.27%	94
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 $97.6B AUM 29.43% 1-Year Est. Return

FFM

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 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

IFG Advisory's DISV Position: Q2 2026 in Review

IFG Advisory increased its Dimensional International Small Cap Value ETF (DISV) stake by 6,654% in Q2 2026, buying an estimated $7.77M and bringing the position to 190,046 shares worth $7.63M. The position accounts for 0.27% of the portfolio, ranked #94.

IFG Advisory first reported a position in DISV in Q1 2024 and has held it in 10 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

IFG Advisory held 190,046 shares of Dimensional International Small Cap Value ETF worth $7.63M as of Q2 2026.
IFG Advisory bought 187,232 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $7.77M.
Dimensional International Small Cap Value ETF made up 0.27% of IFG Advisory's portfolio in Q2 2026, its #94 holding.
IFG Advisory first reported a position in Dimensional International Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.