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

Spire Wealth Management’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	$3.99M	Buy	99,524 +1,032	+1%	+$42.8K	0.12%	159
2026 Q1	$3.88M	Buy	98,492 +1,172	+1%	+$47.4K	0.13%	156
2025 Q4	$3.7M	Buy	97,320 +3,078	+3%	+$112K	0.12%	152
2025 Q3	$3.36M	Buy	94,242 +426	+0.5%	+$14.6K	0.11%	153
2025 Q2	$3.09M	Sell	93,816 -1,664	-2%	-$51.2K	0.11%	158
2025 Q1	$2.78M	Buy	95,480 +5,064	+6%	+$143K	0.09%	217
2024 Q4	$2.4M	Buy	90,416 +4,552	+5%	+$125K	0.07%	224
2024 Q3	$2.5M	Sell	85,864 -8,447	-9%	-$236K	0.08%	195
2024 Q2	$2.54M	Buy	94,311 +676	+0.7%	+$18.6K	0.09%	196
2024 Q1	$2.55M	Buy	93,635 +7,933	+9%	+$204K	0.05%	217
2023 Q4	$2.14M	Buy	85,702 +11,399	+15%	+$274K	0.07%	227
2023 Q3	$1.77M	Buy	74,303 +1,553	+2%	+$37.9K	0.07%	238
2023 Q2	$1.72M	Buy	72,750 +15	+0%	+$360	0.06%	255
2023 Q1	$1.73M	Buy	72,735 +1,410	+2%	+$33.4K	0.07%	247
2022 Q4	$1.58M	Buy	+71,325	New	+$1.49M	0.09%	181
2022 Q3	–	Sell	-3,910	Closed	-$82K	–	2268
2022 Q2	$82K	Buy	+3,910	New	+$90.6K	﹤0.01%	1103

Other funds holding DISV

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

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 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

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Spire Wealth Management's DISV Position: Q2 2026 in Review

Spire Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 1% in Q2 2026, buying an estimated $42.8K and bringing the position to 99,524 shares worth $3.99M. The position accounts for 0.12% of the portfolio, ranked #159.

Spire Wealth Management first reported a position in DISV in Q2 2022 and has held it in 16 quarters since. 94 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Spire Wealth Management held 99,524 shares of Dimensional International Small Cap Value ETF worth $3.99M as of Q2 2026.
Spire Wealth Management bought 1,032 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $42.8K.
Dimensional International Small Cap Value ETF made up 0.12% of Spire Wealth Management's portfolio in Q2 2026, its #159 holding.
Spire Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
94 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.