Timonier Family Office’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Timonier Family Office’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	$576K	Buy	+14,364	New	+$596K	0.16%	34
2025 Q4	$558K	Sell	14,688 -973	-6%	-$35.3K	0.18%	35
2025 Q3	$559K	Buy	15,661 +437	+3%	+$15K	0.18%	35
2025 Q2	$501K	Sell	15,224 -2,099	-12%	-$64.6K	0.19%	35
2025 Q1	$504K	Sell	17,323 -1,420	-8%	-$40K	0.22%	36
2024 Q4	$498K	Buy	+18,743	New	+$514K	0.26%	37

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

Timonier Family Office's DISV Position: Q2 2026 in Review

Timonier Family Office opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q2 2026: 14,364 shares worth $576K. The stake represents 0.16% of the portfolio and ranks #34 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in DISV as recently as Q4 2025.

Timonier Family Office first reported a position in DISV in Q4 2024 and has held it in 6 quarters since. 471 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Timonier Family Office held 14,364 shares of Dimensional International Small Cap Value ETF worth $576K as of Q2 2026.
Dimensional International Small Cap Value ETF was a new Timonier Family Office position in Q2 2026.
Dimensional International Small Cap Value ETF made up 0.16% of Timonier Family Office's portfolio in Q2 2026, its #34 holding.
Timonier Family Office first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
471 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.