SIS
DISV icon

Strategic Investment Solutions’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Strategic Investment Solutions’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 		$2.27M Buy
56,651
+13,992
+33% +$580K 0.52% 43
2026
Q1 		$1.73M Buy
42,659
+2,020
+5% +$81.7K 0.42% 47
2025
Q4 		$1.54M Sell
40,639
-722
-2% -$26.2K 0.37% 50
2025
Q3 		$1.48M Buy
41,361
+2,419
+6% +$82.9K 0.39% 51
2025
Q2 		$1.28M Sell
38,942
-22,165
-36% -$682K 0.39% 50
2025
Q1 		$1.78M Buy
61,107
+6,306
+12% +$178K 0.52% 38
2024
Q4 		$1.44M Buy
54,801
+5,637
+11% +$155K 0.48% 41
2024
Q3 		$1.43M Buy
49,164
+1,275
+3% +$35.6K 0.43% 43
2024
Q2 		$1.36M Buy
+47,889
New +$1.31M 0.44% 41
2023
Q4 		$1.11M Sell
42,899
-1,811,089
-98% -$43.5M 0.19% 66
2023
Q3 		$45.2M Buy
1,853,988
+1,824,266
+6,138% +$44.5M 0.56% 38
2023
Q2 		$695K Sell
29,722
-40,351
-58% -$968K 0.14% 66
2023
Q1 		$1.67M Buy
70,073
+4,447
+7% +$105K 0.33% 52
2022
Q4 		$1.62M Buy
+65,626
New +$1.37M 0.8% 30

Other funds holding DISV

EF
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
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

Strategic Investment Solutions's DISV Position: Q2 2026 in Review

Strategic Investment Solutions increased its Dimensional International Small Cap Value ETF (DISV) stake by 33% in Q2 2026, buying an estimated $580K and bringing the position to 56,651 shares worth $2.27M. The position accounts for 0.52% of the portfolio, ranked #43.

Strategic Investment Solutions first reported a position in DISV in Q4 2022 and has held it in 14 quarters since. The position peaked at $45.2M in Q3 2023. 94 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Strategic Investment Solutions held 56,651 shares of Dimensional International Small Cap Value ETF worth $2.27M as of Q2 2026.
  • Strategic Investment Solutions bought 13,992 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $580K.
  • Dimensional International Small Cap Value ETF made up 0.52% of Strategic Investment Solutions's portfolio in Q2 2026, its #43 holding.
  • Strategic Investment Solutions first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Strategic Investment Solutions's Dimensional International Small Cap Value ETF position peaked at $45.2M in Q3 2023.
  • 94 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.