Pinney & Scofield’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Pinney & Scofield’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	$9.83M	Buy	245,067 +904	+0.4%	+$37.5K	4.81%	7
2026 Q1	$9.63M	Sell	244,163 -1,751	-0.7%	-$70.8K	5.19%	7
2025 Q4	$9.34M	Buy	245,914 +10,177	+4%	+$369K	5.3%	6
2025 Q3	$8.41M	Buy	235,737 +3,698	+2%	+$127K	5.22%	6
2025 Q2	$7.64M	Buy	232,039 +916	+0.4%	+$28.2K	5.17%	6
2025 Q1	$6.73M	Buy	231,123 +24,620	+12%	+$694K	4.87%	6
2024 Q4	$5.49M	Buy	+206,503	New	+$5.67M	4.15%	7

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

Pinney & Scofield's DISV Position: Q2 2026 in Review

Pinney & Scofield increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.37% in Q2 2026, buying an estimated $37.5K and bringing the position to 245,067 shares worth $9.83M. The position accounts for 4.81% of the portfolio, ranked #7.

Pinney & Scofield 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.

Pinney & Scofield held 245,067 shares of Dimensional International Small Cap Value ETF worth $9.83M as of Q2 2026.
Pinney & Scofield bought 904 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $37.5K.
Dimensional International Small Cap Value ETF made up 4.81% of Pinney & Scofield's portfolio in Q2 2026, its #7 holding.
Pinney & Scofield 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 Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.