LWM
DISV icon

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

Liberty Wealth 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 		$5.61M Hold
142,121
– – 0.7% 33
2026
Q1 		$5.61M Sell
142,121
-2,941
-2% -$119K 0.7% 33
2025
Q4 		$5.51M Sell
145,062
-13,286
-8% -$482K 0.71% 35
2025
Q3 		$5.65M Sell
158,348
-3,001
-2% -$103K 0.8% 32
2025
Q2 		$5.31M Sell
161,349
-25,964
-14% -$799K 0.83% 31
2025
Q1 		$5.45M Buy
187,313
+378
+0.2% +$10.6K 1.04% 29
2024
Q4 		$4.96M Buy
186,935
+4,219
+2% +$116K 0.83% 32
2024
Q3 		$5.31M Sell
182,716
-116,975
-39% -$3.26M 0.9% 28
2024
Q2 		$4.77M Buy
299,691
+122,475
+69% +$3.36M 0.87% 32
2024
Q1 		$4.82M Buy
177,216
+183
+0.1% +$4.71K 0.94% 28
2023
Q4 		$4.57M Buy
177,033
+221
+0.1% +$5.31K 0.98% 26
2023
Q3 		$4.21M Buy
176,812
+570
+0.3% +$13.9K 1.05% 26
2023
Q2 		$4.17M Sell
176,242
-21,189
-11% -$509K 1.03% 26
2023
Q1 		$4.69M Buy
+197,431
New +$4.68M 0.97% 29
2022
Q3 		$4.73M Buy
254,925
+221,024
+652% +$4.62M 1.26% 18
2022
Q2 		$713K Buy
33,901
+772
+2% +$17.9K 0.29% 59
2022
Q1 		$808K Buy
+33,129
New +$826K 0.29% 57

Other funds holding DISV

Focus Partners Wealth
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
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
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

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

Liberty Wealth Management held its Dimensional International Small Cap Value ETF (DISV) position steady in Q2 2026 at 142,121 shares worth $5.61M. The position accounts for 0.7% of the portfolio, ranked #33.

Liberty Wealth Management first reported a position in DISV in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.65M in Q3 2025. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Liberty Wealth Management held 142,121 shares of Dimensional International Small Cap Value ETF worth $5.61M as of Q2 2026.
  • Liberty Wealth Management left its Dimensional International Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional International Small Cap Value ETF made up 0.7% of Liberty Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Liberty Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q1 2022 and has held it in 17 quarters since.
  • Liberty Wealth Management's Dimensional International Small Cap Value ETF position peaked at $5.65M in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.