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Oath Planning’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Oath Planning’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 		$944K Buy
23,533
+229
+1% +$9.5K 0.7% 24
2026
Q1 		$919K Sell
23,304
-1,716
-7% -$69.4K 0.82% 22
2025
Q4 		$951K Buy
+25,020
New +$907K 0.94% 23

Other funds holding DISV

Focus Partners Wealth
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
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

Oath Planning's DISV Position: Q2 2026 in Review

Oath Planning increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.98% in Q2 2026, buying an estimated $9.5K and bringing the position to 23,533 shares worth $944K. The position accounts for 0.7% of the portfolio, ranked #24.

Oath Planning first reported a position in DISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $951K in Q4 2025. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Oath Planning held 23,533 shares of Dimensional International Small Cap Value ETF worth $944K as of Q2 2026.
  • Oath Planning bought 229 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $9.5K.
  • Dimensional International Small Cap Value ETF made up 0.7% of Oath Planning's portfolio in Q2 2026, its #24 holding.
  • Oath Planning first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Oath Planning's Dimensional International Small Cap Value ETF position peaked at $951K in Q4 2025.
  • 469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Oath Planning's 13F filing for Q2 2026, filed 24 Jul 2026.