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Morton Brown Family Wealth’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Morton Brown Family Wealth’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 		$82.3K Buy
2,052
+277
+16% +$11.5K 0.02% 104
2026
Q1 		$70K Buy
1,775
+194
+12% +$7.85K 0.02% 104
2025
Q4 		$60.1K Hold
1,581
– – 0.02% 106
2025
Q3 		$56.4K Hold
1,581
– – 0.02% 103
2025
Q2 		$52K Buy
+1,581
New +$48.7K 0.02% 105

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

Morton Brown Family Wealth's DISV Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Dimensional International Small Cap Value ETF (DISV) stake by 16% in Q2 2026, buying an estimated $11.5K and bringing the position to 2,052 shares worth $82.3K. The position accounts for 0.02% of the portfolio, ranked #104.

Morton Brown Family Wealth first reported a position in DISV in Q2 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Morton Brown Family Wealth held 2,052 shares of Dimensional International Small Cap Value ETF worth $82.3K as of Q2 2026.
  • Morton Brown Family Wealth bought 277 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $11.5K.
  • Dimensional International Small Cap Value ETF made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #104 holding.
  • Morton Brown Family Wealth first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.