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

Platform 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	$539K	Buy	+13,430	New	+$557K	0.2%	44
2025 Q4	$606K	Buy	+15,941	New	+$578K	0.16%	42

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

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

Platform Wealth Management opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q2 2026: 13,430 shares worth $539K. The stake represents 0.2% of the portfolio and ranks #44 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in DISV as recently as Q4 2025.

Platform Wealth Management first reported a position in DISV in Q4 2025 and has held it in 2 quarters since. The position peaked at $606K in Q4 2025. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Platform Wealth Management held 13,430 shares of Dimensional International Small Cap Value ETF worth $539K as of Q2 2026.
Dimensional International Small Cap Value ETF was a new Platform Wealth Management position in Q2 2026.
Dimensional International Small Cap Value ETF made up 0.2% of Platform Wealth Management's portfolio in Q2 2026, its #44 holding.
Platform Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
Platform Wealth Management's Dimensional International Small Cap Value ETF position peaked at $606K in Q4 2025.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Platform Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.