Mission Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Mission Wealth 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	$1.63M	Buy	40,563 +9,406	+30%	+$390K	0.02%	353
2026 Q1	$1.23M	Sell	31,157 -1,025	-3%	-$41.5K	0.03%	292
2025 Q4	$1.22M	Buy	32,182 +8,939	+38%	+$324K	0.02%	296
2025 Q3	$830K	Buy	23,243 +1,187	+5%	+$40.7K	0.02%	373
2025 Q2	$726K	Buy	22,056 +674	+3%	+$20.7K	0.02%	393
2025 Q1	$623K	Hold	21,382	–	–	0.02%	403
2024 Q4	$568K	Buy	+21,382	New	+$587K	0.01%	400

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

Mission Wealth Management's DISV Position: Q2 2026 in Review

Mission Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 30% in Q2 2026, buying an estimated $390K and bringing the position to 40,563 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #353.

Mission Wealth Management first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Mission Wealth Management held 40,563 shares of Dimensional International Small Cap Value ETF worth $1.63M as of Q2 2026.
Mission Wealth Management bought 9,406 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $390K.
Dimensional International Small Cap Value ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #353 holding.
Mission Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.