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Stolz & Associates’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Stolz & Associates’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 		$217K Hold
5,410
– – 0.14% 31
2026
Q1 		$225K Hold
5,410
– – 0.16% 28
2025
Q4 		$206K Buy
+5,410
New +$196K 0.16% 31

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stolz & Associates's DISV Position: Q2 2026 in Review

Stolz & Associates held its Dimensional International Small Cap Value ETF (DISV) position steady in Q2 2026 at 5,410 shares worth $217K. The position accounts for 0.14% of the portfolio, ranked #31.

Stolz & Associates first reported a position in DISV in Q4 2025 and has held it in 3 quarters since. The position peaked at $225K in Q1 2026. 473 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Stolz & Associates held 5,410 shares of Dimensional International Small Cap Value ETF worth $217K as of Q2 2026.
  • Stolz & Associates left its Dimensional International Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional International Small Cap Value ETF made up 0.14% of Stolz & Associates's portfolio in Q2 2026, its #31 holding.
  • Stolz & Associates first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Stolz & Associates's Dimensional International Small Cap Value ETF position peaked at $225K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.