LFA
DISV icon

Lauterbach Financial Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Lauterbach Financial Advisors’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 		$250K Sell
6,223
-100
-2% -$4.15K 0.11% 77
2026
Q1 		$249K Buy
6,323
+498
+9% +$20.1K 0.12% 72
2025
Q4 		$221K Buy
+5,825
New +$211K 0.11% 75

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

Lauterbach Financial Advisors's DISV Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its Dimensional International Small Cap Value ETF (DISV) stake by 1.6% in Q2 2026, selling an estimated $4.15K and leaving 6,223 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #77.

Lauterbach Financial Advisors first reported a position in DISV in Q4 2025 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Lauterbach Financial Advisors held 6,223 shares of Dimensional International Small Cap Value ETF worth $250K as of Q2 2026.
  • Lauterbach Financial Advisors sold 100 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $4.15K.
  • Dimensional International Small Cap Value ETF made up 0.11% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • Lauterbach Financial Advisors first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.