Physician Wealth Solutions’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Physician Wealth Solutions’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	$11.1M	Sell	276,090 -8,339	-3%	-$346K	4.2%	11
2026 Q1	$11.2M	Sell	284,429 -11,014	-4%	-$446K	4.64%	9
2025 Q4	$11.2M	Buy	295,443 +2,559	+0.9%	+$92.8K	4.76%	9
2025 Q3	$10.5M	Sell	292,884 -4,471	-2%	-$153K	4.56%	10
2025 Q2	$9.79M	Sell	297,355 -19,228	-6%	-$592K	4.54%	9
2025 Q1	$9.22M	Buy	316,583 +21,473	+7%	+$605K	4.63%	10
2024 Q4	$7.84M	Buy	295,110 +8,530	+3%	+$234K	3.93%	10
2024 Q3	$7.89M	Buy	286,580 +45,925	+19%	+$1.28M	3.93%	10
2024 Q2	$6.47M	Buy	240,655 +62,759	+35%	+$1.72M	4.62%	9
2024 Q1	$4.84M	Buy	177,896 +52,746	+42%	+$1.36M	4.06%	10
2023 Q4	$3.23M	Buy	+125,150	New	+$3.01M	3.22%	12

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

Physician Wealth Solutions's DISV Position: Q2 2026 in Review

Physician Wealth Solutions reduced its Dimensional International Small Cap Value ETF (DISV) stake by 2.9% in Q2 2026, selling an estimated $346K and leaving 276,090 shares worth $11.1M. The position accounts for 4.2% of the portfolio, ranked #11.

Physician Wealth Solutions first reported a position in DISV in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.2M in Q4 2025. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Physician Wealth Solutions held 276,090 shares of Dimensional International Small Cap Value ETF worth $11.1M as of Q2 2026.
Physician Wealth Solutions sold 8,339 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $346K.
Dimensional International Small Cap Value ETF made up 4.2% of Physician Wealth Solutions's portfolio in Q2 2026, its #11 holding.
Physician Wealth Solutions first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Physician Wealth Solutions's Dimensional International Small Cap Value ETF position peaked at $11.2M in Q4 2025.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.