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

ShankerValleau 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	$5.3M	Buy	132,189 +3,359	+3%	+$139K	1.4%	14
2026 Q1	$5.08M	Sell	128,830 -1,282	-1%	-$51.9K	1.43%	14
2025 Q4	$4.94M	Buy	130,112 +1,055	+0.8%	+$38.3K	1.34%	14
2025 Q3	$4.61M	Buy	129,057 +734	+0.6%	+$25.2K	1.18%	14
2025 Q2	$4.22M	Sell	128,323 -8,601	-6%	-$265K	1.2%	14
2025 Q1	$3.99M	Buy	136,924 +3,839	+3%	+$108K	1.29%	14
2024 Q4	$3.54M	Buy	133,085 +26,128	+24%	+$717K	1.14%	15
2024 Q3	$3.11M	Buy	106,957 +8,427	+9%	+$235K	1.06%	12
2024 Q2	$2.65M	Sell	98,530 -307	-0.3%	-$8.43K	1.13%	12
2024 Q1	$2.69M	Buy	98,837 +2,958	+3%	+$76.1K	1.24%	12
2023 Q4	$2.47M	Buy	95,879 +16,373	+21%	+$394K	1.26%	11
2023 Q3	$1.89M	Buy	79,506 +10,725	+16%	+$262K	1.06%	11
2023 Q2	$1.63M	Buy	68,781 +6,097	+10%	+$146K	0.89%	11
2023 Q1	$1.49M	Buy	62,684 +1,620	+3%	+$38.4K	0.87%	12
2022 Q4	$1.36M	Buy	+61,064	New	+$1.27M	0.84%	13

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

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

ShankerValleau Wealth Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 2.6% in Q2 2026, buying an estimated $139K and bringing the position to 132,189 shares worth $5.3M. The position accounts for 1.4% of the portfolio, ranked #14.

ShankerValleau Wealth Advisors first reported a position in DISV in Q4 2022 and has held it in 15 quarters since. 471 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

ShankerValleau Wealth Advisors held 132,189 shares of Dimensional International Small Cap Value ETF worth $5.3M as of Q2 2026.
ShankerValleau Wealth Advisors bought 3,359 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $139K.
Dimensional International Small Cap Value ETF made up 1.4% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #14 holding.
ShankerValleau Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
471 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

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