KSWWM
DISV icon

Keyes Stange & Wooten Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Keyes Stange & Wooten Wealth Management’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 		$11.6M Sell
290,048
-1,353
-0.5% -$56.1K 4.64% 9
2026
Q1 		$11.5M Buy
291,401
+4,603
+2% +$186K 5.13% 8
2025
Q4 		$10.9M Sell
286,798
-5,203
-2% -$189K 5.16% 8
2025
Q3 		$10.4M Buy
292,001
+2,623
+0.9% +$89.9K 5.05% 8
2025
Q2 		$9.52M Sell
289,378
-8,828
-3% -$272K 4.94% 8
2025
Q1 		$8.68M Buy
298,206
+9,297
+3% +$262K 4.94% 9
2024
Q4 		$7.68M Buy
288,909
+8,130
+3% +$223K 4.52% 9
2024
Q3 		$8.16M Buy
280,779
+3,509
+1% +$97.9K 4.84% 9
2024
Q2 		$7.46M Buy
277,270
+10,823
+4% +$297K 5.19% 8
2024
Q1 		$7.24M Buy
266,447
+4,333
+2% +$112K 6.38% 6
2023
Q4 		$6.76M Buy
+262,114
New +$6.3M 7.18% 5

Other funds holding DISV

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 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

Keyes Stange & Wooten Wealth Management's DISV Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.46% in Q2 2026, selling an estimated $56.1K and leaving 290,048 shares worth $11.6M. The position accounts for 4.64% of the portfolio, ranked #9.

Keyes Stange & Wooten Wealth Management first reported a position in DISV in Q4 2023 and has held it in 11 quarters since. 230 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Keyes Stange & Wooten Wealth Management held 290,048 shares of Dimensional International Small Cap Value ETF worth $11.6M as of Q2 2026.
  • Keyes Stange & Wooten Wealth Management sold 1,353 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $56.1K.
  • Dimensional International Small Cap Value ETF made up 4.64% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Keyes Stange & Wooten Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 230 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.