SwitchPoint Financial Planning’s Dimensional International Small Cap Value ETF DISV Stock Holding History

SwitchPoint Financial 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	$299K	Hold	7,453	–	–	0.17%	52
2026 Q1	$294K	Hold	7,453	–	–	0.2%	50
2025 Q4	$283K	Hold	7,453	–	–	0.2%	50
2025 Q3	$266K	Hold	7,453	–	–	0.19%	50
2025 Q2	$245K	Hold	7,453	–	–	0.2%	51
2025 Q1	$217K	Buy	+7,453	New	+$210K	0.21%	46

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

SwitchPoint Financial Planning's DISV Position: Q2 2026 in Review

SwitchPoint Financial Planning held its Dimensional International Small Cap Value ETF (DISV) position steady in Q2 2026 at 7,453 shares worth $299K. The position accounts for 0.17% of the portfolio, ranked #52.

SwitchPoint Financial Planning first reported a position in DISV in Q1 2025 and has held it in 6 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

SwitchPoint Financial Planning held 7,453 shares of Dimensional International Small Cap Value ETF worth $299K as of Q2 2026.
SwitchPoint Financial Planning left its Dimensional International Small Cap Value ETF share count unchanged in Q2 2026.
Dimensional International Small Cap Value ETF made up 0.17% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #52 holding.
SwitchPoint Financial Planning first reported a position in Dimensional International Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.