Maryland Capital Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Maryland Capital 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	$2.94M	Buy	+73,278	New	+$3.04M	0.94%	23
2025 Q4	$2.93M	Buy	77,065 +1,379	+2%	+$50K	0.99%	21
2025 Q3	$2.7M	Buy	75,686 +1,766	+2%	+$60.5K	0.97%	23
2025 Q2	$2.43M	Buy	73,920 +3,969	+6%	+$122K	0.95%	25
2025 Q1	$2.04M	Buy	69,951 +7,950	+13%	+$224K	0.9%	24
2024 Q4	$1.65M	Buy	62,001 +7,879	+15%	+$216K	0.76%	26
2024 Q3	$1.57M	Buy	54,122 +1,370	+3%	+$38.2K	0.76%	26
2024 Q2	$1.42M	Buy	52,752 +604	+1%	+$16.6K	0.76%	26
2024 Q1	$1.42M	Buy	52,148 +2,314	+5%	+$59.6K	0.88%	27
2023 Q4	$1.28M	Buy	49,834 +17,274	+53%	+$415K	0.85%	28
2023 Q3	$774K	Buy	32,560 +16	+0%	+$390	0.59%	32
2023 Q2	$770K	Buy	32,544 +7,096	+28%	+$170K	0.62%	33
2023 Q1	$606K	Sell	25,448 -2,625	-9%	-$62.3K	0.54%	38
2022 Q4	$623K	Buy	28,073 +10,765	+62%	+$224K	0.58%	36
2022 Q3	$321K	Buy	17,308 +10,094	+140%	+$211K	0.34%	39
2022 Q2	$152K	Buy	+7,214	New	+$167K	0.16%	60

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

Maryland Capital Advisors's DISV Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q2 2026: 73,278 shares worth $2.94M. The stake represents 0.94% of the portfolio and ranks #23 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in DISV as recently as Q4 2025.

Maryland Capital Advisors first reported a position in DISV in Q2 2022 and has held it in 16 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Maryland Capital Advisors held 73,278 shares of Dimensional International Small Cap Value ETF worth $2.94M as of Q2 2026.
Dimensional International Small Cap Value ETF was a new Maryland Capital Advisors position in Q2 2026.
Dimensional International Small Cap Value ETF made up 0.94% of Maryland Capital Advisors's portfolio in Q2 2026, its #23 holding.
Maryland Capital Advisors first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

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