RFA
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RTD Financial Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

RTD Financial Advisors’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 		$1.89M Buy
47,068
+19,485
+71% +$808K 0.21% 61
2026
Q1 		$1.09M Buy
27,583
+10,524
+62% +$426K 0.13% 70
2025
Q4 		$648K Buy
+17,059
New +$619K 0.08% 81

Other funds holding DISV

EF
Evanson Financial Mclean, Virginia $2.04B AUM
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

RTD Financial Advisors's DISV Position: Q2 2026 in Review

RTD Financial Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 71% in Q2 2026, buying an estimated $808K and bringing the position to 47,068 shares worth $1.89M. The position accounts for 0.21% of the portfolio, ranked #61.

RTD Financial Advisors first reported a position in DISV in Q4 2025 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • RTD Financial Advisors held 47,068 shares of Dimensional International Small Cap Value ETF worth $1.89M as of Q2 2026.
  • RTD Financial Advisors bought 19,485 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $808K.
  • Dimensional International Small Cap Value ETF made up 0.21% of RTD Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • RTD Financial Advisors first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.