MWA
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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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 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
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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. 171 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.
  • 171 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.