Journey Beyond Wealth’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Journey Beyond Wealth’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	$1.02M	Buy	25,473 +474	+2%	+$19.7K	0.8%	18
2026 Q1	$986K	Sell	24,999 -2,885	-10%	-$117K	0.85%	17
2025 Q4	$1.06M	Buy	27,884 +301	+1%	+$10.9K	0.84%	18
2025 Q3	$984K	Buy	27,583 +2,083	+8%	+$71.4K	0.81%	18
2025 Q2	$839K	Buy	25,500 +84	+0.3%	+$2.58K	0.71%	19
2025 Q1	$740K	Buy	25,416 +7,366	+41%	+$208K	0.69%	19
2024 Q4	$480K	Buy	+18,050	New	+$495K	0.45%	22

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Journey Beyond Wealth's DISV Position: Q2 2026 in Review

Journey Beyond Wealth increased its Dimensional International Small Cap Value ETF (DISV) stake by 1.9% in Q2 2026, buying an estimated $19.7K and bringing the position to 25,473 shares worth $1.02M. The position accounts for 0.8% of the portfolio, ranked #18.

Journey Beyond Wealth first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2025. 473 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Journey Beyond Wealth held 25,473 shares of Dimensional International Small Cap Value ETF worth $1.02M as of Q2 2026.
Journey Beyond Wealth bought 474 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $19.7K.
Dimensional International Small Cap Value ETF made up 0.8% of Journey Beyond Wealth's portfolio in Q2 2026, its #18 holding.
Journey Beyond Wealth first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Journey Beyond Wealth's Dimensional International Small Cap Value ETF position peaked at $1.06M in Q4 2025.
473 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.