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

Simplicity Wealth’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	$1.4M	Buy	34,852 +158	+0.5%	+$6.55K	0.05%	343
2026 Q1	$1.37M	Buy	34,694 +196	+0.6%	+$7.93K	0.08%	238
2025 Q4	$1.31M	Buy	34,498 +63	+0.2%	+$2.29K	0.08%	238
2025 Q3	$1.23M	Sell	34,435 -34,209	-50%	-$1.17M	0.07%	257
2025 Q2	$2.26M	Buy	68,644 +33,349	+94%	+$1.03M	0.09%	200
2025 Q1	$1.03M	Buy	+35,295	New	+$994K	0.08%	253
2024 Q4	–	Sell	-52,981	Closed	-$1.54M	–	385
2024 Q3	$1.54M	Sell	52,981 -176,771	-77%	-$4.93M	0.14%	135
2024 Q2	$6.18M	Buy	+229,752	New	+$6.31M	0.14%	151

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

Simplicity Wealth's DISV Position: Q2 2026 in Review

Simplicity Wealth increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.46% in Q2 2026, buying an estimated $6.55K and bringing the position to 34,852 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #343.

Simplicity Wealth first reported a position in DISV in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.18M in Q2 2024. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Simplicity Wealth held 34,852 shares of Dimensional International Small Cap Value ETF worth $1.4M as of Q2 2026.
Simplicity Wealth bought 158 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $6.55K.
Dimensional International Small Cap Value ETF made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #343 holding.
Simplicity Wealth first reported a position in Dimensional International Small Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
Simplicity Wealth's Dimensional International Small Cap Value ETF position peaked at $6.18M in Q2 2024.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.