SWRP
DISV icon

Summit Wealth & Retirement Planning’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Summit Wealth & Retirement Planning’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 		$10.7M Buy
266,152
+29,555
+12% +$1.23M 2.26% 11
2026
Q1 		$9.33M Buy
+236,597
New +$9.57M 2.23% 11

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

Summit Wealth & Retirement Planning's DISV Position: Q2 2026 in Review

Summit Wealth & Retirement Planning increased its Dimensional International Small Cap Value ETF (DISV) stake by 12% in Q2 2026, buying an estimated $1.23M and bringing the position to 266,152 shares worth $10.7M. The position accounts for 2.26% of the portfolio, ranked #11.

Summit Wealth & Retirement Planning first reported a position in DISV in Q1 2026 and has held it in 2 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Summit Wealth & Retirement Planning held 266,152 shares of Dimensional International Small Cap Value ETF worth $10.7M as of Q2 2026.
  • Summit Wealth & Retirement Planning bought 29,555 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $1.23M.
  • Dimensional International Small Cap Value ETF made up 2.26% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #11 holding.
  • Summit Wealth & Retirement Planning first reported a position in Dimensional International Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.