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

Mills 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	$6.32M	Buy	157,525 +4,779	+3%	+$198K	1.99%	14
2026 Q1	$6.02M	Buy	152,746 +3,897	+3%	+$158K	2.1%	13
2025 Q4	$5.66M	Buy	148,849 +5,773	+4%	+$209K	2.23%	9
2025 Q3	$5.11M	Buy	143,076 +2,814	+2%	+$96.5K	2.08%	11
2025 Q2	$4.62M	Buy	140,262 +8,928	+7%	+$275K	2.12%	9
2025 Q1	$3.82M	Buy	131,334 +11,951	+10%	+$337K	2.03%	14
2024 Q4	$3.17M	Buy	119,383 +6,385	+6%	+$175K	1.8%	13
2024 Q3	$3.28M	Buy	112,998 +5,095	+5%	+$142K	2.26%	13
2024 Q2	$2.9M	Buy	107,903 +10,426	+11%	+$286K	2.07%	14
2024 Q1	$2.65M	Buy	97,477 +4,851	+5%	+$125K	1.95%	14
2023 Q4	$2.39M	Buy	92,626 +2,856	+3%	+$68.6K	1.82%	13
2023 Q3	$2.13M	Buy	89,770 +3,528	+4%	+$86.1K	1.71%	15
2023 Q2	$2.04M	Buy	86,242 +16,549	+24%	+$397K	1.55%	14
2023 Q1	$1.66M	Buy	69,693 +38,133	+121%	+$905K	1.34%	17
2022 Q4	$701K	Buy	+31,560	New	+$658K	0.63%	29

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

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

Mills Wealth Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 3.1% in Q2 2026, buying an estimated $198K and bringing the position to 157,525 shares worth $6.32M. The position accounts for 1.99% of the portfolio, ranked #14.

Mills Wealth Advisors first reported a position in DISV in Q4 2022 and has held it in 15 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Mills Wealth Advisors held 157,525 shares of Dimensional International Small Cap Value ETF worth $6.32M as of Q2 2026.
Mills Wealth Advisors bought 4,779 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $198K.
Dimensional International Small Cap Value ETF made up 1.99% of Mills Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Mills Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.