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LAM Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

LAM Group’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 		$7.13M Sell
177,585
-365
-0.2% -$15.1K 3.54% 5
2026
Q1 		$7.02M Sell
177,950
-3,700
-2% -$150K 3.86% 5
2025
Q4 		$6.9M Sell
181,650
-3,390
-2% -$123K 3.95% 6
2025
Q3 		$6.6M Sell
185,040
-3,260
-2% -$112K 4.09% 6
2025
Q2 		$6.2M Sell
188,300
-3,240
-2% -$99.7K 4.14% 6
2025
Q1 		$5.58M Sell
191,540
-9,060
-5% -$255K 4.1% 5
2024
Q4 		$5.33M Buy
200,600
+25,255
+14% +$693K 3.8% 6
2024
Q3 		$5.1M Sell
175,345
-620
-0.4% -$17.3K 3.61% 7
2024
Q2 		$4.73M Buy
175,965
+1,445
+0.8% +$39.7K 3.99% 6
2024
Q1 		$4.75M Buy
174,520
+14,525
+9% +$374K 3.87% 8
2023
Q4 		$4.13M Sell
159,995
-10,375
-6% -$249K 3.76% 9
2023
Q3 		$4.05M Buy
170,370
+4,530
+3% +$110K 3.98% 9
2023
Q2 		$3.92M Buy
165,840
+2,450
+1% +$58.8K 3.65% 10
2023
Q1 		$3.89M Buy
163,390
+4,195
+3% +$99.5K 3.81% 10
2022
Q4 		$3.54M Buy
+159,195
New +$3.32M 3.63% 10

Other funds holding DISV

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

LAM Group's DISV Position: Q2 2026 in Review

LAM Group reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.21% in Q2 2026, selling an estimated $15.1K and leaving 177,585 shares worth $7.13M. The position accounts for 3.54% of the portfolio, ranked #5.

LAM Group first reported a position in DISV in Q4 2022 and has held it in 15 quarters since. 90 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • LAM Group held 177,585 shares of Dimensional International Small Cap Value ETF worth $7.13M as of Q2 2026.
  • LAM Group sold 365 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $15.1K.
  • Dimensional International Small Cap Value ETF made up 3.54% of LAM Group's portfolio in Q2 2026, its #5 holding.
  • LAM Group first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 90 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.