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RAM Investment Partners’s Dimensional International Small Cap Value ETF DISV Stock Holding History

RAM Investment Partners’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 		$3.12M Buy
77,787
+10,958
+16% +$454K 0.5% 26
2026
Q1 		$2.64M Buy
66,829
+16,986
+34% +$687K 0.46% 25
2025
Q4 		$1.89M Buy
49,843
+14,026
+39% +$509K 0.34% 28
2025
Q3 		$1.28M Buy
35,817
+8,687
+32% +$298K 0.24% 33
2025
Q2 		$893K Buy
27,130
+8,669
+47% +$267K 0.19% 37
2025
Q1 		$538K Hold
18,461
– – 0.13% 51
2024
Q4 		$491K Buy
18,461
+1,108
+6% +$30.4K 0.12% 53
2024
Q3 		$504K Buy
17,353
+14
+0.1% +$390 0.13% 48
2024
Q2 		$467K Buy
17,339
+1
+0% +$27 0.14% 47
2024
Q1 		$471K Buy
17,338
+58
+0.3% +$1.49K 0.15% 41
2023
Q4 		$446K Buy
17,280
+18
+0.1% +$433 0.16% 37
2023
Q3 		$410K Buy
17,262
+4,380
+34% +$107K 0.17% 33
2023
Q2 		$305K Hold
12,882
– – 0.13% 40
2023
Q1 		$307K Hold
12,882
– – 0.17% 38
2022
Q4 		$286K Buy
+12,882
New +$269K 0.18% 40

Other funds holding DISV

Focus Partners Wealth
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RAM Investment Partners's DISV Position: Q2 2026 in Review

RAM Investment Partners increased its Dimensional International Small Cap Value ETF (DISV) stake by 16% in Q2 2026, buying an estimated $454K and bringing the position to 77,787 shares worth $3.12M. The position accounts for 0.5% of the portfolio, ranked #26.

RAM Investment Partners first reported a position in DISV in Q4 2022 and has held it in 15 quarters since. 471 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • RAM Investment Partners held 77,787 shares of Dimensional International Small Cap Value ETF worth $3.12M as of Q2 2026.
  • RAM Investment Partners bought 10,958 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $454K.
  • Dimensional International Small Cap Value ETF made up 0.5% of RAM Investment Partners's portfolio in Q2 2026, its #26 holding.
  • RAM Investment Partners first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 471 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.