OFI
DISV icon

Outbound Financial Inc’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Outbound Financial Inc’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 		$921K Sell
22,950
-1,343
-6% -$55.7K 0.6% 27
2026
Q1 		$958K Sell
24,293
-2,614
-10% -$106K 0.72% 24
2025
Q4 		$1.02M Sell
26,907
-4,399
-14% -$160K 0.8% 23
2025
Q3 		$1.12M Sell
31,306
-442
-1% -$15.2K 0.91% 23
2025
Q2 		$1.04M Buy
+31,748
New +$977K 0.95% 23

Other funds holding DISV

EF
Evanson Financial Mclean, Virginia $2.04B AUM
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

Outbound Financial Inc's DISV Position: Q2 2026 in Review

Outbound Financial Inc reduced its Dimensional International Small Cap Value ETF (DISV) stake by 5.5% in Q2 2026, selling an estimated $55.7K and leaving 22,950 shares worth $921K. The position accounts for 0.6% of the portfolio, ranked #27.

Outbound Financial Inc first reported a position in DISV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q3 2025. 139 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Outbound Financial Inc held 22,950 shares of Dimensional International Small Cap Value ETF worth $921K as of Q2 2026.
  • Outbound Financial Inc sold 1,343 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $55.7K.
  • Dimensional International Small Cap Value ETF made up 0.6% of Outbound Financial Inc's portfolio in Q2 2026, its #27 holding.
  • Outbound Financial Inc first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Outbound Financial Inc's Dimensional International Small Cap Value ETF position peaked at $1.12M in Q3 2025.
  • 139 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.