KRW
DISV icon

Kaufman Rossin Wealth’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Kaufman Rossin 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 		$4.2M Buy
103,394
+2,491
+2% +$103K 1.99% 11
2026
Q1 		$3.98M Sell
100,903
-13,676
-12% -$553K 2.28% 11
2025
Q4 		$4.35M Sell
114,579
-3,741
-3% -$136K 2.27% 10
2025
Q3 		$4.22M Sell
118,320
-18,646
-14% -$639K 2.31% 10
2025
Q2 		$4.51M Buy
136,966
+5,715
+4% +$176K 2.85% 9
2025
Q1 		$3.82M Buy
131,251
+432
+0.3% +$12.2K 2.73% 9
2024
Q4 		$3.48M Buy
+130,819
New +$3.59M 3.58% 9

Other funds holding DISV

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Kaufman Rossin Wealth's DISV Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Dimensional International Small Cap Value ETF (DISV) stake by 2.5% in Q2 2026, buying an estimated $103K and bringing the position to 103,394 shares worth $4.2M. The position accounts for 1.99% of the portfolio, ranked #11.

Kaufman Rossin Wealth first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.51M in Q2 2025. 171 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Kaufman Rossin Wealth held 103,394 shares of Dimensional International Small Cap Value ETF worth $4.2M as of Q2 2026.
  • Kaufman Rossin Wealth bought 2,491 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $103K.
  • Dimensional International Small Cap Value ETF made up 1.99% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #11 holding.
  • Kaufman Rossin Wealth first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Kaufman Rossin Wealth's Dimensional International Small Cap Value ETF position peaked at $4.51M in Q2 2025.
  • 171 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.