LCM
DISV icon

Liberty Capital Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Liberty Capital 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 		$2.22M Buy
+55,398
New +$2.3M 0.38% 68
2025
Q4 		$2.03M Sell
53,320
-3,494
-6% -$127K 0.38% 73
2025
Q3 		$2.03M Buy
56,814
+5,450
+11% +$187K 0.38% 70
2025
Q2 		$1.69M Buy
51,364
+4,038
+9% +$124K 0.34% 76
2025
Q1 		$1.38M Buy
47,326
+2,103
+5% +$59.2K 0.31% 76
2024
Q4 		$1.2M Buy
45,223
+4,917
+12% +$135K 0.27% 79
2024
Q3 		$1.17M Buy
40,306
+1,264
+3% +$35.3K 0.26% 82
2024
Q2 		$1.05M Buy
39,042
+15,547
+66% +$427K 0.25% 81
2024
Q1 		$639K Sell
23,495
-3,965
-14% -$102K 0.16% 95
2023
Q4 		$708K Buy
27,460
+4,883
+22% +$117K 0.19% 92
2023
Q3 		$537K Buy
22,577
+12,209
+118% +$298K 0.16% 97
2023
Q2 		$245K Buy
+10,368
New +$249K 0.07% 132

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Liberty Capital Management's DISV Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q2 2026: 55,398 shares worth $2.22M. The stake represents 0.38% of the portfolio and ranks #68 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in DISV as recently as Q4 2025.

Liberty Capital Management first reported a position in DISV in Q2 2023 and has held it in 12 quarters since. 311 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Liberty Capital Management held 55,398 shares of Dimensional International Small Cap Value ETF worth $2.22M as of Q2 2026.
  • Dimensional International Small Cap Value ETF was a new Liberty Capital Management position in Q2 2026.
  • Dimensional International Small Cap Value ETF made up 0.38% of Liberty Capital Management's portfolio in Q2 2026, its #68 holding.
  • Liberty Capital Management first reported a position in Dimensional International Small Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.