SC&H Financial Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

SC&H 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	$542K	Hold	13,497	–	–	0.07%	92
2026 Q1	$532K	Hold	13,497	–	–	0.08%	88
2025 Q4	$513K	Hold	13,497	–	–	0.08%	92
2025 Q3	$482K	Hold	13,497	–	–	0.08%	93
2025 Q2	$444K	Hold	13,497	–	–	0.08%	92
2025 Q1	$393K	Hold	13,497	–	–	0.08%	102
2024 Q4	$359K	Hold	13,497	–	–	0.07%	105
2024 Q3	$392K	Sell	13,497 -83	-0.6%	-$2.31K	0.09%	102
2024 Q2	$365K	Buy	13,580 +33	+0.2%	+$906	0.09%	105
2024 Q1	$368K	Sell	13,547 -376	-3%	-$9.68K	0.1%	102
2023 Q4	$359K	Buy	13,923 +14	+0.1%	+$337	0.1%	103
2023 Q3	$331K	Buy	13,909 +13	+0.1%	+$317	0.11%	108
2023 Q2	$329K	Buy	13,896 +26	+0.2%	+$624	0.11%	108
2023 Q1	$330K	Buy	13,870 +4	+0%	+$95	0.12%	105
2022 Q4	$308K	Sell	13,866 -182	-1%	-$3.79K	0.13%	108
2022 Q3	$261K	Sell	14,048 -15,136	-52%	-$316K	0.13%	112
2022 Q2	$614K	Buy	+29,184	New	+$676K	0.29%	71

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

SC&H Financial Advisors's DISV Position: Q2 2026 in Review

SC&H Financial Advisors held its Dimensional International Small Cap Value ETF (DISV) position steady in Q2 2026 at 13,497 shares worth $542K. The position accounts for 0.07% of the portfolio, ranked #92.

SC&H Financial Advisors first reported a position in DISV in Q2 2022 and has held it in 17 quarters since. The position peaked at $614K in Q2 2022. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

SC&H Financial Advisors held 13,497 shares of Dimensional International Small Cap Value ETF worth $542K as of Q2 2026.
SC&H Financial Advisors left its Dimensional International Small Cap Value ETF share count unchanged in Q2 2026.
Dimensional International Small Cap Value ETF made up 0.07% of SC&H Financial Advisors's portfolio in Q2 2026, its #92 holding.
SC&H Financial Advisors first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
SC&H Financial Advisors's Dimensional International Small Cap Value ETF position peaked at $614K in Q2 2022.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.