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

IFP 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	$133K	Sell	3,316 -907	-21%	-$37.6K	﹤0.01%	1779
2026 Q1	$167K	Hold	4,223	–	–	﹤0.01%	1498
2025 Q4	$160K	Sell	4,223 -96	-2%	-$3.48K	﹤0.01%	1498
2025 Q3	$154K	Buy	4,319 +2,456	+132%	+$84.2K	﹤0.01%	1420
2025 Q2	$61.3K	Buy	1,863 +1,755	+1,625%	+$54K	﹤0.01%	1941
2025 Q1	$3.17K	Hold	108	–	–	﹤0.01%	2996
2024 Q4	$2.89K	Buy	+108	New	+$2.96K	﹤0.01%	2972
2023 Q3	–	Sell	-75	Closed	-$1.77K	–	3365
2023 Q2	$1.77K	Buy	+75	New	+$1.8K	﹤0.01%	2918
2023 Q1	–	Sell	-278	Closed	-$7K	–	3622
2022 Q4	$7K	Sell	278 -1,671	-86%	-$34.8K	﹤0.01%	3589
2022 Q3	$48K	Buy	1,949 +278	+17%	+$5.81K	﹤0.01%	2392
2022 Q2	$41K	Hold	1,671	–	–	﹤0.01%	2298
2022 Q1	$41K	Buy	+1,671	New	+$41.7K	﹤0.01%	2298

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

IFP Advisors's DISV Position: Q2 2026 in Review

IFP Advisors reduced its Dimensional International Small Cap Value ETF (DISV) stake by 21% in Q2 2026, selling an estimated $37.6K and leaving 3,316 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

IFP Advisors first reported a position in DISV in Q1 2022 and has held it in 12 quarters since. The position peaked at $167K in Q1 2026. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

IFP Advisors held 3,316 shares of Dimensional International Small Cap Value ETF worth $133K as of Q2 2026.
IFP Advisors sold 907 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $37.6K.
Dimensional International Small Cap Value ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1779 holding.
IFP Advisors first reported a position in Dimensional International Small Cap Value ETF in Q1 2022 and has held it in 12 quarters since.
IFP Advisors's Dimensional International Small Cap Value ETF position peaked at $167K in Q1 2026.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.