SPIA
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Steward Partners Investment Advisory’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Steward Partners Investment Advisory’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 		$248K Buy
6,191
+258
+4% +$10.7K ﹤0.01% 2110
2026
Q1 		$234K Buy
5,933
+5,551
+1,453% +$225K ﹤0.01% 1934
2025
Q4 		$14.5K Hold
382
– – ﹤0.01% 3275
2025
Q3 		$13.6K Buy
382
+182
+91% +$6.24K ﹤0.01% 3263
2025
Q2 		$6.58K Sell
200
-16
-7% -$492 ﹤0.01% 3379
2025
Q1 		$6.29K Buy
216
+16
+8% +$451 ﹤0.01% 3303
2024
Q4 		$5.31K Hold
200
– – ﹤0.01% 3340
2024
Q3 		$5.81K Buy
+200
New +$5.58K ﹤0.01% 3137

Other funds holding DISV

Focus Partners Wealth
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
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

Steward Partners Investment Advisory's DISV Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Dimensional International Small Cap Value ETF (DISV) stake by 4.3% in Q2 2026, buying an estimated $10.7K and bringing the position to 6,191 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Steward Partners Investment Advisory first reported a position in DISV in Q3 2024 and has held it in 8 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Steward Partners Investment Advisory held 6,191 shares of Dimensional International Small Cap Value ETF worth $248K as of Q2 2026.
  • Steward Partners Investment Advisory bought 258 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $10.7K.
  • Dimensional International Small Cap Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2110 holding.
  • Steward Partners Investment Advisory first reported a position in Dimensional International Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.