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Loring Wolcott & Coolidge Fiduciary Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$176K Hold
6,060
– – ﹤0.01% 333
2026
Q1 		$176K Hold
6,060
– – ﹤0.01% 322
2025
Q4 		$176K Hold
6,060
– – ﹤0.01% 326
2025
Q3 		$176K Hold
6,060
– – ﹤0.01% 327
2025
Q2 		$176K Hold
6,060
– – ﹤0.01% 293
2025
Q1 		$176K Buy
+6,060
New +$171K ﹤0.01% 278

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
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
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DISV Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Dimensional International Small Cap Value ETF (DISV) position steady in Q2 2026 at 6,060 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DISV in Q1 2025 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 6,060 shares of Dimensional International Small Cap Value ETF worth $176K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Dimensional International Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional International Small Cap Value ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #333 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Dimensional International Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 280 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.