PAG
DISV icon

Poinciana Advisors Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Poinciana Advisors Group’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 		$826K Hold
20,580
– – 0.61% 27
2026
Q1 		$812K Hold
20,580
– – 0.64% 26
2025
Q4 		$782K Hold
20,580
– – 0.62% 26
2025
Q3 		$735K Hold
20,580
– – 0.62% 27
2025
Q2 		$677K Hold
20,580
– – 0.61% 26
2025
Q1 		$599K Hold
20,580
– – 0.62% 26
2024
Q4 		$547K Buy
+20,580
New +$565K 0.55% 28

Other funds holding DISV

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MG
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Poinciana Advisors Group's DISV Position: Q2 2026 in Review

Poinciana Advisors Group held its Dimensional International Small Cap Value ETF (DISV) position steady in Q2 2026 at 20,580 shares worth $826K. The position accounts for 0.61% of the portfolio, ranked #27.

Poinciana Advisors Group first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Poinciana Advisors Group held 20,580 shares of Dimensional International Small Cap Value ETF worth $826K as of Q2 2026.
  • Poinciana Advisors Group left its Dimensional International Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional International Small Cap Value ETF made up 0.61% of Poinciana Advisors Group's portfolio in Q2 2026, its #27 holding.
  • Poinciana Advisors Group first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.