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

Keyvantage 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	$1.17M	Sell	29,169 -12,849	-31%	-$533K	0.44%	33
2026 Q1	$1.66M	Sell	42,018 -3,782	-8%	-$153K	0.73%	23
2025 Q4	$1.74M	Sell	45,800 -81,314	-64%	-$2.95M	0.74%	24
2025 Q3	$4.54M	Sell	127,114 -1,154	-0.9%	-$39.6K	1.9%	19
2025 Q2	$4.22M	Buy	128,268 +11,069	+9%	+$341K	1.89%	17
2025 Q1	$3.41M	Buy	+117,199	New	+$3.3M	1.66%	18

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

Keyvantage Wealth's DISV Position: Q2 2026 in Review

Keyvantage Wealth reduced its Dimensional International Small Cap Value ETF (DISV) stake by 31% in Q2 2026, selling an estimated $533K and leaving 29,169 shares worth $1.17M. The position accounts for 0.44% of the portfolio, ranked #33.

Keyvantage Wealth first reported a position in DISV in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.54M in Q3 2025. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Keyvantage Wealth held 29,169 shares of Dimensional International Small Cap Value ETF worth $1.17M as of Q2 2026.
Keyvantage Wealth sold 12,849 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $533K.
Dimensional International Small Cap Value ETF made up 0.44% of Keyvantage Wealth's portfolio in Q2 2026, its #33 holding.
Keyvantage Wealth first reported a position in Dimensional International Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Keyvantage Wealth's Dimensional International Small Cap Value ETF position peaked at $4.54M in Q3 2025.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.