Prosperity Planning’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Prosperity Planning’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	$1.45M	Sell	36,089 -4,301	-11%	-$178K	0.33%	49
2026 Q1	$1.59M	Sell	40,390 -1,466	-4%	-$59.3K	0.4%	47
2025 Q4	$1.59M	Sell	41,856 -6,640	-14%	-$241K	0.42%	47
2025 Q3	$1.73M	Sell	48,496 -1,047	-2%	-$35.9K	0.47%	44
2025 Q2	$1.63M	Sell	49,543 -2,823	-5%	-$86.9K	0.47%	43
2025 Q1	$1.52M	Sell	52,366 -531	-1%	-$15K	0.48%	44
2024 Q4	$1.41M	Sell	52,897 -983	-2%	-$27K	0.45%	44
2024 Q3	$1.57M	Sell	53,880 -128	-0.2%	-$3.57K	0.5%	42
2024 Q2	$1.45M	Sell	54,008 -3,107	-5%	-$85.3K	0.5%	39
2024 Q1	$1.55M	Sell	57,115 -176	-0.3%	-$4.53K	0.54%	38
2023 Q4	$1.48M	Sell	57,291 -659	-1%	-$15.8K	0.55%	40
2023 Q3	$1.38M	Sell	57,950 -419	-0.7%	-$10.2K	0.58%	38
2023 Q2	$1.38M	Sell	58,369 -1,328	-2%	-$31.9K	0.57%	38
2023 Q1	$1.42M	Buy	59,697 +5,035	+9%	+$119K	0.62%	37
2022 Q4	$1.31M	Hold	54,662	–	–	0.65%	33
2022 Q3	$1.01M	Buy	+54,662	New	+$1.14M	0.53%	41

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

Prosperity Planning's DISV Position: Q2 2026 in Review

Prosperity Planning reduced its Dimensional International Small Cap Value ETF (DISV) stake by 11% in Q2 2026, selling an estimated $178K and leaving 36,089 shares worth $1.45M. The position accounts for 0.33% of the portfolio, ranked #49.

Prosperity Planning first reported a position in DISV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.73M in Q3 2025. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Prosperity Planning held 36,089 shares of Dimensional International Small Cap Value ETF worth $1.45M as of Q2 2026.
Prosperity Planning sold 4,301 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $178K.
Dimensional International Small Cap Value ETF made up 0.33% of Prosperity Planning's portfolio in Q2 2026, its #49 holding.
Prosperity Planning first reported a position in Dimensional International Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
Prosperity Planning's Dimensional International Small Cap Value ETF position peaked at $1.73M in Q3 2025.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.