OPWM
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Oakwell Private Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Oakwell Private 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 		$204K Buy
+5,090
New +$211K 0.03% 80

Other funds holding DISV

Focus Partners Wealth
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FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MG
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
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
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

Oakwell Private Wealth Management's DISV Position: Q2 2026 in Review

Oakwell Private Wealth Management opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q2 2026: 5,090 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #80 among its holdings.

469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Oakwell Private Wealth Management held 5,090 shares of Dimensional International Small Cap Value ETF worth $204K as of Q2 2026.
  • Dimensional International Small Cap Value ETF was a new Oakwell Private Wealth Management position in Q2 2026.
  • Dimensional International Small Cap Value ETF made up 0.03% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #80 holding.
  • 469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.