New England Private Wealth Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

New England Private 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	$4.7M	Buy	113,040 +49,694	+78%	+$2.06M	0.45%	56
2026 Q1	$2.5M	Buy	63,346 +23	+0%	+$930	0.29%	69
2025 Q4	$2.41M	Buy	63,323 +364	+0.6%	+$13.2K	0.3%	66
2025 Q3	$2.25M	Buy	62,959 +2,455	+4%	+$84.2K	0.3%	65
2025 Q2	$2M	Buy	60,504 +1,024	+2%	+$31.5K	0.29%	59
2025 Q1	$1.73M	Buy	59,480 +64	+0.1%	+$1.8K	0.27%	62
2024 Q4	$1.58M	Buy	59,416 +356	+0.6%	+$9.77K	0.25%	67
2024 Q3	$1.72M	Buy	59,060 +2,014	+4%	+$56.2K	0.28%	62
2024 Q2	$1.53M	Buy	57,046 +899	+2%	+$24.7K	0.27%	64
2024 Q1	$1.53M	Sell	56,147 -6,359	-10%	-$164K	0.27%	63
2023 Q4	$1.61M	Buy	62,506 +417	+0.7%	+$10K	0.3%	57
2023 Q3	$1.48M	Buy	62,089 +2,442	+4%	+$59.6K	0.31%	56
2023 Q2	$1.41M	Buy	59,647 +3,539	+6%	+$84.9K	0.28%	56
2023 Q1	$1.34M	Buy	+56,108	New	+$1.33M	0.27%	54

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

New England Private Wealth Advisors's DISV Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 78% in Q2 2026, buying an estimated $2.06M and bringing the position to 113,040 shares worth $4.7M. The position accounts for 0.45% of the portfolio, ranked #56.

New England Private Wealth Advisors first reported a position in DISV in Q1 2023 and has held it in 14 quarters since. 473 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

New England Private Wealth Advisors held 113,040 shares of Dimensional International Small Cap Value ETF worth $4.7M as of Q2 2026.
New England Private Wealth Advisors bought 49,694 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $2.06M.
Dimensional International Small Cap Value ETF made up 0.45% of New England Private Wealth Advisors's portfolio in Q2 2026, its #56 holding.
New England Private Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
473 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.