Sequoia Financial Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Sequoia 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	$21.4M	Buy	533,748 +23,467	+5%	+$973K	0.11%	136
2026 Q1	$20.1M	Buy	510,281 +13,871	+3%	+$561K	0.11%	125
2025 Q4	$18.9M	Buy	496,410 +26,955	+6%	+$978K	0.11%	137
2025 Q3	$16.8M	Buy	469,455 +16,266	+4%	+$558K	0.1%	139
2025 Q2	$14.9M	Buy	453,189 +107,262	+31%	+$3.3M	0.1%	151
2025 Q1	$10.1M	Buy	345,927 +178,690	+107%	+$5.03M	0.08%	190
2024 Q4	$4.44M	Buy	167,237 +7,953	+5%	+$218K	0.04%	269
2024 Q3	$4.63M	Buy	159,284 +18,128	+13%	+$506K	0.05%	224
2024 Q2	$3.8M	Buy	141,156 +14,263	+11%	+$391K	0.05%	221
2024 Q1	$3.45M	Buy	126,893 +4,592	+4%	+$118K	0.04%	243
2023 Q4	$3.15M	Buy	122,301 +6,760	+6%	+$162K	0.04%	270
2023 Q3	$2.75M	Buy	115,541 +3,798	+3%	+$92.6K	0.05%	198
2023 Q2	$2.64M	Sell	111,743 -5,972	-5%	-$143K	0.05%	207
2023 Q1	$2.8M	Buy	117,715 +20,535	+21%	+$487K	0.06%	179
2022 Q4	$2.16M	Buy	97,180 +58,796	+153%	+$1.23M	0.05%	198
2022 Q3	$712K	Buy	38,384 +27,432	+250%	+$573K	0.02%	244
2022 Q2	$231K	Buy	+10,952	New	+$254K	0.01%	514

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

Sequoia Financial Advisors's DISV Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 4.6% in Q2 2026, buying an estimated $973K and bringing the position to 533,748 shares worth $21.4M. The position accounts for 0.11% of the portfolio, ranked #136.

Sequoia Financial Advisors first reported a position in DISV in Q2 2022 and has held it in 17 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Sequoia Financial Advisors held 533,748 shares of Dimensional International Small Cap Value ETF worth $21.4M as of Q2 2026.
Sequoia Financial Advisors bought 23,467 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $973K.
Dimensional International Small Cap Value ETF made up 0.11% of Sequoia Financial Advisors's portfolio in Q2 2026, its #136 holding.
Sequoia Financial Advisors first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.