Triumph Capital Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Triumph Capital 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	$1.84M	Buy	45,750 +4,180	+10%	+$173K	0.33%	67
2026 Q1	$1.64M	Buy	41,570 +5,371	+15%	+$217K	0.33%	64
2025 Q4	$1.38M	Buy	+36,199	New	+$1.31M	0.3%	72

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

Triumph Capital Management's DISV Position: Q2 2026 in Review

Triumph Capital Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 10% in Q2 2026, buying an estimated $173K and bringing the position to 45,750 shares worth $1.84M. The position accounts for 0.33% of the portfolio, ranked #67.

Triumph Capital Management first reported a position in DISV in Q4 2025 and has held it in 3 quarters since. 471 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Triumph Capital Management held 45,750 shares of Dimensional International Small Cap Value ETF worth $1.84M as of Q2 2026.
Triumph Capital Management bought 4,180 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $173K.
Dimensional International Small Cap Value ETF made up 0.33% of Triumph Capital Management's portfolio in Q2 2026, its #67 holding.
Triumph Capital Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
471 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.