SageView Advisory Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History

SageView Advisory 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	$770K	Sell	19,179 -1,203	-6%	-$49.9K	0.03%	281
2026 Q1	$804K	Sell	20,382 -1,290	-6%	-$52.2K	0.03%	262
2025 Q4	$824K	Sell	21,672 -884	-4%	-$32.1K	0.03%	274
2025 Q3	$805K	Sell	22,556 -604	-3%	-$20.7K	0.03%	291
2025 Q2	$774K	Sell	23,160 -759	-3%	-$23.4K	0.03%	279
2025 Q1	$697K	Sell	23,919 -105	-0.4%	-$2.96K	0.03%	281
2024 Q4	$638K	Sell	24,024 -34	-0.1%	-$933	0.03%	298
2024 Q3	$699K	Buy	24,058 +225	+0.9%	+$6.28K	0.04%	246
2024 Q2	$641K	Buy	23,833 +52	+0.2%	+$1.43K	0.03%	297
2024 Q1	$647K	Sell	23,781 -308	-1%	-$7.93K	0.03%	272
2023 Q4	$613K	Sell	24,089 -345	-1%	-$8.29K	0.03%	350
2023 Q3	$581K	Buy	24,434 +244	+1%	+$5.95K	0.03%	308
2023 Q2	$572K	Buy	24,190 +162	+0.7%	+$3.89K	0.03%	327
2023 Q1	$572K	Buy	24,028 +352	+1%	+$8.35K	0.04%	285
2022 Q4	$526K	Buy	+23,676	New	+$494K	0.04%	234

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SageView Advisory Group's DISV Position: Q2 2026 in Review

SageView Advisory Group reduced its Dimensional International Small Cap Value ETF (DISV) stake by 5.9% in Q2 2026, selling an estimated $49.9K and leaving 19,179 shares worth $770K. The position accounts for 0.03% of the portfolio, ranked #281.

SageView Advisory Group first reported a position in DISV in Q4 2022 and has held it in 15 quarters since. The position peaked at $824K in Q4 2025. 471 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

SageView Advisory Group held 19,179 shares of Dimensional International Small Cap Value ETF worth $770K as of Q2 2026.
SageView Advisory Group sold 1,203 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $49.9K.
Dimensional International Small Cap Value ETF made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #281 holding.
SageView Advisory Group first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's Dimensional International Small Cap Value ETF position peaked at $824K in Q4 2025.
471 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.