Parkshore Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Parkshore 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	$710K	Sell	17,690 -36	-0.2%	-$1.49K	0.2%	36
2026 Q1	$699K	Sell	17,726 -951	-5%	-$38.5K	0.23%	37
2025 Q4	$710K	Sell	18,677 -175	-0.9%	-$6.35K	0.27%	38
2025 Q3	$673K	Buy	18,852 +34	+0.2%	+$1.17K	0.27%	37
2025 Q2	$619K	Buy	18,818 +7,280	+63%	+$224K	0.3%	39
2025 Q1	$336K	Buy	11,538 +13	+0.1%	+$366	0.2%	47
2024 Q4	$306K	Buy	+11,525	New	+$316K	0.18%	52

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

Parkshore Wealth Management's DISV Position: Q2 2026 in Review

Parkshore Wealth Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.2% in Q2 2026, selling an estimated $1.49K and leaving 17,690 shares worth $710K. The position accounts for 0.2% of the portfolio, ranked #36.

Parkshore Wealth Management first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. 471 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Parkshore Wealth Management held 17,690 shares of Dimensional International Small Cap Value ETF worth $710K as of Q2 2026.
Parkshore Wealth Management sold 36 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $1.49K.
Dimensional International Small Cap Value ETF made up 0.2% of Parkshore Wealth Management's portfolio in Q2 2026, its #36 holding.
Parkshore Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
471 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Parkshore Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.