Sax Wealth Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Sax Wealth 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	$5.83M	Buy	147,795 +1,986	+1%	+$82.4K	0.24%	80
2026 Q1	$5.54M	Sell	145,809 -792	-0.5%	-$32K	0.27%	67
2025 Q4	$5.57M	Buy	146,601 +19,487	+15%	+$707K	0.26%	69
2025 Q3	$4.54M	Buy	127,114 +2,708	+2%	+$92.8K	0.24%	65
2025 Q2	$4.09M	Buy	124,406 +10,939	+10%	+$337K	0.25%	62
2025 Q1	$3.3M	Buy	113,467 +3,770	+3%	+$106K	0.24%	61
2024 Q4	$2.91M	Buy	109,697 +67,075	+157%	+$1.84M	0.23%	56
2024 Q3	$1.24M	Buy	42,622 +5,067	+13%	+$141K	0.11%	77
2024 Q2	$1.01M	Buy	37,555 +10,751	+40%	+$295K	0.1%	87
2024 Q1	$729K	Buy	26,804 +17,015	+174%	+$438K	0.09%	91
2023 Q4	$252K	Buy	+9,789	New	+$235K	0.04%	161

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

Sax Wealth Advisors's DISV Position: Q2 2026 in Review

Sax Wealth Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 1.4% in Q2 2026, buying an estimated $82.4K and bringing the position to 147,795 shares worth $5.83M. The position accounts for 0.24% of the portfolio, ranked #80.

Sax Wealth Advisors first reported a position in DISV in Q4 2023 and has held it in 11 quarters since. 473 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Sax Wealth Advisors held 147,795 shares of Dimensional International Small Cap Value ETF worth $5.83M as of Q2 2026.
Sax Wealth Advisors bought 1,986 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $82.4K.
Dimensional International Small Cap Value ETF made up 0.24% of Sax Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Sax Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
473 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.