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

Studio Investment Management’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	$854K	Buy	21,289 +6,223	+41%	+$258K	0.14%	95
2026 Q1	$594K	Buy	15,066 +1,540	+11%	+$62.3K	0.11%	111
2025 Q4	$514K	Buy	13,526 +986	+8%	+$35.8K	0.09%	121
2025 Q3	$448K	Buy	12,540 +2,557	+26%	+$87.7K	0.08%	123
2025 Q2	$329K	Buy	9,983 +2,727	+38%	+$83.9K	0.07%	149
2025 Q1	$211K	Buy	7,256 +1,416	+24%	+$39.9K	0.04%	165
2024 Q4	$155K	Sell	5,840 -12	-0.2%	-$329	0.03%	168
2024 Q3	$170K	Buy	5,852 +2,071	+55%	+$57.8K	0.04%	163
2024 Q2	$102K	Buy	3,781 +1,350	+56%	+$37.1K	0.02%	167
2024 Q1	$66.1K	Buy	2,431 +715	+42%	+$18.4K	0.02%	173
2023 Q4	$44.2K	Buy	+1,716	New	+$41.2K	0.01%	179

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Studio Investment Management's DISV Position: Q2 2026 in Review

Studio Investment Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 41% in Q2 2026, buying an estimated $258K and bringing the position to 21,289 shares worth $854K. The position accounts for 0.14% of the portfolio, ranked #95.

Studio Investment Management first reported a position in DISV in Q4 2023 and has held it in 11 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Studio Investment Management held 21,289 shares of Dimensional International Small Cap Value ETF worth $854K as of Q2 2026.
Studio Investment Management bought 6,223 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $258K.
Dimensional International Small Cap Value ETF made up 0.14% of Studio Investment Management's portfolio in Q2 2026, its #95 holding.
Studio Investment Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.