Medallion Wealth Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Medallion Wealth 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	$71.7K	Hold	1,786	–	–	0.02%	394
2026 Q1	$70.4K	Sell	1,786 -102	-5%	-$4.13K	0.02%	414
2025 Q4	$71.7K	Sell	1,888 -480	-20%	-$17.4K	0.02%	408
2025 Q3	$84.5K	Buy	2,368 +82	+4%	+$2.81K	0.03%	381
2025 Q2	$75.2K	Buy	2,286 +238	+12%	+$7.33K	0.03%	395
2025 Q1	$59.6K	Sell	2,048 -130	-6%	-$3.66K	0.03%	391
2024 Q4	$57.9K	Buy	+2,178	New	+$59.8K	0.03%	382

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Medallion Wealth Advisors's DISV Position: Q2 2026 in Review

Medallion Wealth Advisors held its Dimensional International Small Cap Value ETF (DISV) position steady in Q2 2026 at 1,786 shares worth $71.7K. The position accounts for 0.02% of the portfolio, ranked #394.

Medallion Wealth Advisors first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $84.5K in Q3 2025. 471 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Medallion Wealth Advisors held 1,786 shares of Dimensional International Small Cap Value ETF worth $71.7K as of Q2 2026.
Medallion Wealth Advisors left its Dimensional International Small Cap Value ETF share count unchanged in Q2 2026.
Dimensional International Small Cap Value ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #394 holding.
Medallion Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Dimensional International Small Cap Value ETF position peaked at $84.5K in Q3 2025.
471 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.