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

Legacy 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	$1.73M	Buy	43,156 +1,381	+3%	+$57.3K	0.21%	82
2026 Q1	$1.65M	Buy	41,775 +2,941	+8%	+$119K	0.23%	78
2025 Q4	$1.48M	Sell	38,834 -385	-1%	-$14K	0.2%	86
2025 Q3	$1.4M	Buy	39,219 +1,481	+4%	+$50.8K	0.19%	88
2025 Q2	$1.24M	Buy	37,738 +547	+1%	+$16.8K	0.19%	86
2025 Q1	$1.08M	Buy	37,191 +3,609	+11%	+$102K	0.18%	98
2024 Q4	$892K	Sell	33,582 -1,363	-4%	-$37.4K	0.15%	115
2024 Q3	$1.02M	Buy	34,945 +2,456	+8%	+$68.5K	0.17%	97
2024 Q2	$874K	Buy	+32,489	New	+$892K	0.16%	109

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

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

Legacy Financial Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 3.3% in Q2 2026, buying an estimated $57.3K and bringing the position to 43,156 shares worth $1.73M. The position accounts for 0.21% of the portfolio, ranked #82.

Legacy Financial Advisors first reported a position in DISV in Q2 2024 and has held it in 9 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Legacy Financial Advisors held 43,156 shares of Dimensional International Small Cap Value ETF worth $1.73M as of Q2 2026.
Legacy Financial Advisors bought 1,381 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $57.3K.
Dimensional International Small Cap Value ETF made up 0.21% of Legacy Financial Advisors's portfolio in Q2 2026, its #82 holding.
Legacy Financial Advisors first reported a position in Dimensional International Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.