SWM
DISV icon

Selective Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Selective Wealth Management’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 		$406K Buy
9,861
+2,135
+28% +$88.5K 0.11% 99
2026
Q1 		$312K Buy
+7,726
New +$313K 0.09% 100

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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 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
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
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

Selective Wealth Management's DISV Position: Q2 2026 in Review

Selective Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 28% in Q2 2026, buying an estimated $88.5K and bringing the position to 9,861 shares worth $406K. The position accounts for 0.11% of the portfolio, ranked #99.

Selective Wealth Management first reported a position in DISV in Q1 2026 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Selective Wealth Management held 9,861 shares of Dimensional International Small Cap Value ETF worth $406K as of Q2 2026.
  • Selective Wealth Management bought 2,135 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $88.5K.
  • Dimensional International Small Cap Value ETF made up 0.11% of Selective Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Selective Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.