OneDigital Investment Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

OneDigital Investment 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	$5M	Buy	124,514 +15,412	+14%	+$639K	0.04%	306
2026 Q1	$4.3M	Buy	109,102 +4,034	+4%	+$163K	0.04%	303
2025 Q4	$3.99M	Buy	105,068 +25,035	+31%	+$908K	0.04%	308
2025 Q3	$2.86M	Buy	80,033 +5,479	+7%	+$188K	0.03%	357
2025 Q2	$2.45M	Buy	74,554 +1,207	+2%	+$37.1K	0.03%	381
2025 Q1	$2.14M	Buy	73,347 +23,564	+47%	+$664K	0.03%	394
2024 Q4	$1.32M	Sell	49,783 -2,890	-5%	-$79.3K	0.02%	542
2024 Q3	$1.53M	Buy	52,673 +1,098	+2%	+$30.6K	0.02%	522
2024 Q2	$1.39M	Buy	+51,575	New	+$1.42M	0.02%	518

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

OneDigital Investment Advisors's DISV Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 14% in Q2 2026, buying an estimated $639K and bringing the position to 124,514 shares worth $5M. The position accounts for 0.04% of the portfolio, ranked #306.

OneDigital Investment Advisors first reported a position in DISV in Q2 2024 and has held it in 9 quarters since. 473 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

OneDigital Investment Advisors held 124,514 shares of Dimensional International Small Cap Value ETF worth $5M as of Q2 2026.
OneDigital Investment Advisors bought 15,412 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $639K.
Dimensional International Small Cap Value ETF made up 0.04% of OneDigital Investment Advisors's portfolio in Q2 2026, its #306 holding.
OneDigital Investment Advisors first reported a position in Dimensional International Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
473 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.