Pacific Sage Partners’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Pacific Sage Partners’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	$10.5M	Buy	261,382 +10,203	+4%	+$423K	1.49%	17
2026 Q1	$9.91M	Sell	251,179 -744	-0.3%	-$30.1K	1.56%	19
2025 Q4	$9.57M	Buy	251,923 +724	+0.3%	+$26.3K	1.52%	19
2025 Q3	$8.97M	Sell	251,199 -13,157	-5%	-$451K	1.5%	18
2025 Q2	$8.7M	Sell	264,356 -17,834	-6%	-$549K	1.73%	14
2025 Q1	$8.22M	Buy	282,190 +20,460	+8%	+$576K	1.85%	12
2024 Q4	$6.95M	Buy	261,730 +9,441	+4%	+$259K	1.59%	14
2024 Q3	$7.33M	Buy	252,289 +14,250	+6%	+$397K	1.75%	11
2024 Q2	$6.4M	Sell	238,039 -168	-0.1%	-$4.61K	1.59%	13
2024 Q1	$6.48M	Buy	238,207 +9,928	+4%	+$256K	1.68%	12
2023 Q4	$5.89M	Buy	+228,279	New	+$5.49M	1.61%	14

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Pacific Sage Partners's DISV Position: Q2 2026 in Review

Pacific Sage Partners increased its Dimensional International Small Cap Value ETF (DISV) stake by 4.1% in Q2 2026, buying an estimated $423K and bringing the position to 261,382 shares worth $10.5M. The position accounts for 1.49% of the portfolio, ranked #17.

Pacific Sage Partners first reported a position in DISV in Q4 2023 and has held it in 11 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Pacific Sage Partners held 261,382 shares of Dimensional International Small Cap Value ETF worth $10.5M as of Q2 2026.
Pacific Sage Partners bought 10,203 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $423K.
Dimensional International Small Cap Value ETF made up 1.49% of Pacific Sage Partners's portfolio in Q2 2026, its #17 holding.
Pacific Sage Partners first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.