Strategic Wealth Partners’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Strategic Wealth Partners’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	$36.6K	Buy	912 +14	+2%	+$581	﹤0.01%	601
2026 Q1	$35.4K	Buy	898 +3	+0.3%	+$121	﹤0.01%	582
2025 Q4	$34K	Sell	895 -507	-36%	-$18.4K	﹤0.01%	589
2025 Q3	$50K	Buy	1,402 +1,375	+5,093%	+$47.1K	﹤0.01%	552
2025 Q2	$877	Buy	+27	New	+$831	﹤0.01%	1052

Other funds holding DISV

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 New York $82.7B AUM 28.53% 1-Year Est. Return

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

Strategic Wealth Partners's DISV Position: Q2 2026 in Review

Strategic Wealth Partners increased its Dimensional International Small Cap Value ETF (DISV) stake by 1.6% in Q2 2026, buying an estimated $581 and bringing the position to 912 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Strategic Wealth Partners first reported a position in DISV in Q2 2025 and has held it in 5 quarters since. The position peaked at $50K in Q3 2025. 471 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Strategic Wealth Partners held 912 shares of Dimensional International Small Cap Value ETF worth $36.6K as of Q2 2026.
Strategic Wealth Partners bought 14 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $581.
Dimensional International Small Cap Value ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #601 holding.
Strategic Wealth Partners first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
Strategic Wealth Partners's Dimensional International Small Cap Value ETF position peaked at $50K in Q3 2025.
471 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.