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Schwarz Dygos Wheeler Investment Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$2.3M Sell
57,437
-366
-0.6% -$15.2K 0.44% 44
2026
Q1 		$2.28M Buy
57,803
+430
+0.7% +$17.4K 0.47% 43
2025
Q4 		$2.18M Sell
57,373
-5,120
-8% -$186K 0.45% 43
2025
Q3 		$2.23M Sell
62,493
-486
-0.8% -$16.7K 0.47% 45
2025
Q2 		$2.07M Sell
62,979
-425
-0.7% -$13.1K 0.47% 47
2025
Q1 		$1.85M Buy
63,404
+2,819
+5% +$79.4K 0.44% 48
2024
Q4 		$1.61M Buy
60,585
+7
+0% +$192 0.4% 51
2024
Q3 		$1.76M Buy
60,578
+9,345
+18% +$261K 0.44% 50
2024
Q2 		$1.38M Buy
51,233
+269
+0.5% +$7.38K 0.37% 52
2024
Q1 		$1.39M Buy
50,964
+9,132
+22% +$235K 0.39% 52
2023
Q4 		$1.08M Buy
41,832
+12,997
+45% +$312K 0.33% 54
2023
Q3 		$686K Buy
28,835
+4,200
+17% +$102K 0.23% 67
2023
Q2 		$583K Buy
24,635
+9,487
+63% +$228K 0.19% 78
2023
Q1 		$361K Buy
+15,148
New +$359K 0.13% 98

Other funds holding DISV

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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's DISV Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.63% in Q2 2026, selling an estimated $15.2K and leaving 57,437 shares worth $2.3M. The position accounts for 0.44% of the portfolio, ranked #44.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DISV in Q1 2023 and has held it in 14 quarters since. 311 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 57,437 shares of Dimensional International Small Cap Value ETF worth $2.3M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 366 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $15.2K.
  • Dimensional International Small Cap Value ETF made up 0.44% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #44 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Dimensional International Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.