McLean Asset Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

McLean Asset 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	$4.72M	Buy	111,493 +12,964	+13%	+$538K	0.62%	28
2026 Q1	$3.89M	Buy	98,529 +15,673	+19%	+$634K	0.68%	26
2025 Q4	$3.26M	Buy	82,856 +29,288	+55%	+$1.06M	0.58%	27
2025 Q3	$1.93M	Buy	+53,568	New	+$1.84M	0.4%	35

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

McLean Asset Management's DISV Position: Q2 2026 in Review

McLean Asset Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 13% in Q2 2026, buying an estimated $538K and bringing the position to 111,493 shares worth $4.72M. The position accounts for 0.62% of the portfolio, ranked #28.

McLean Asset Management first reported a position in DISV in Q3 2025 and has held it in 4 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

McLean Asset Management held 111,493 shares of Dimensional International Small Cap Value ETF worth $4.72M as of Q2 2026.
McLean Asset Management bought 12,964 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $538K.
Dimensional International Small Cap Value ETF made up 0.62% of McLean Asset Management's portfolio in Q2 2026, its #28 holding.
McLean Asset Management first reported a position in Dimensional International Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.