SWA
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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

EF
Evanson Financial Mclean, Virginia $2.04B AUM
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 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
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 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. 141 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.
  • 141 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.