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Squire Investment Management Company’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Squire Investment Management Company’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 		$10.2M Buy
255,262
+9,890
+4% +$410K 2.47% 12
2026
Q1 		$9.68M Buy
245,372
+29,321
+14% +$1.19M 2.69% 12
2025
Q4 		$8.21M Buy
216,051
+2,130
+1% +$77.3K 2.48% 12
2025
Q3 		$7.63M Buy
213,921
+11,264
+6% +$386K 2.49% 12
2025
Q2 		$6.67M Buy
202,657
+41,821
+26% +$1.29M 2.46% 12
2025
Q1 		$4.68M Buy
160,836
+7,364
+5% +$207K 1.95% 13
2024
Q4 		$4.08M Buy
153,472
+31,536
+26% +$865K 1.79% 14
2024
Q3 		$3.54M Buy
121,936
+22,944
+23% +$640K 1.69% 14
2024
Q2 		$2.66M Buy
98,992
+23,150
+31% +$635K 1.51% 12
2024
Q1 		$2.06M Buy
75,842
+50,979
+205% +$1.31M 1.3% 14
2023
Q4 		$641K Buy
+24,863
New +$598K 0.52% 33

Other funds holding DISV

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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Squire Investment Management Company's DISV Position: Q2 2026 in Review

Squire Investment Management Company increased its Dimensional International Small Cap Value ETF (DISV) stake by 4% in Q2 2026, buying an estimated $410K and bringing the position to 255,262 shares worth $10.2M. The position accounts for 2.47% of the portfolio, ranked #12.

Squire Investment Management Company first reported a position in DISV in Q4 2023 and has held it in 11 quarters since. 311 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Squire Investment Management Company held 255,262 shares of Dimensional International Small Cap Value ETF worth $10.2M as of Q2 2026.
  • Squire Investment Management Company bought 9,890 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $410K.
  • Dimensional International Small Cap Value ETF made up 2.47% of Squire Investment Management Company's portfolio in Q2 2026, its #12 holding.
  • Squire Investment Management Company first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.