Nalls Sherbakoff Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Nalls Sherbakoff Group’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	$1.82M	Sell	45,230 -615	-1%	-$25.5K	1.29%	20
2026 Q1	$1.81M	Sell	45,845 -1,144	-2%	-$46.3K	1.33%	18
2025 Q4	$1.79M	Sell	46,989 -6,324	-12%	-$229K	1.29%	17
2025 Q3	$1.9M	Buy	53,313 +2,067	+4%	+$70.9K	1.28%	18
2025 Q2	$1.69M	Buy	51,246 +882	+2%	+$27.1K	1.23%	17
2025 Q1	$1.47M	Buy	+50,364	New	+$1.42M	1.19%	17
2023 Q4	$1.48M	Buy	57,543 +4,208	+8%	+$101K	1.32%	16
2023 Q3	$1.27M	Buy	53,335 +2,516	+5%	+$61.4K	1.23%	19
2023 Q2	$1.17M	Buy	50,819 +5,248	+12%	+$126K	1.15%	19
2023 Q1	$1.08M	Buy	+45,571	New	+$1.08M	1.08%	21

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

Nalls Sherbakoff Group's DISV Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Dimensional International Small Cap Value ETF (DISV) stake by 1.3% in Q2 2026, selling an estimated $25.5K and leaving 45,230 shares worth $1.82M. The position accounts for 1.29% of the portfolio, ranked #20.

Nalls Sherbakoff Group first reported a position in DISV in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.9M in Q3 2025. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Nalls Sherbakoff Group held 45,230 shares of Dimensional International Small Cap Value ETF worth $1.82M as of Q2 2026.
Nalls Sherbakoff Group sold 615 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $25.5K.
Dimensional International Small Cap Value ETF made up 1.29% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #20 holding.
Nalls Sherbakoff Group first reported a position in Dimensional International Small Cap Value ETF in Q1 2023 and has held it in 10 quarters since.
Nalls Sherbakoff Group's Dimensional International Small Cap Value ETF position peaked at $1.9M in Q3 2025.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.