SFP
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Shepherd Financial Partners’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Shepherd Financial Partners’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 		$368K Buy
+9,181
New +$381K 0.03% 190

Other funds holding DISV

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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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
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
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

Shepherd Financial Partners's DISV Position: Q2 2026 in Review

Shepherd Financial Partners opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q2 2026: 9,181 shares worth $368K. The stake represents 0.03% of the portfolio and ranks #190 among its holdings.

469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Shepherd Financial Partners held 9,181 shares of Dimensional International Small Cap Value ETF worth $368K as of Q2 2026.
  • Dimensional International Small Cap Value ETF was a new Shepherd Financial Partners position in Q2 2026.
  • Dimensional International Small Cap Value ETF made up 0.03% of Shepherd Financial Partners's portfolio in Q2 2026, its #190 holding.
  • 469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.