United Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

United Wealth 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	$12.5M	Sell	310,662 -763	-0.2%	-$31.6K	2.81%	9
2026 Q1	$12.3M	Buy	311,425 +3,923	+1%	+$159K	3.05%	9
2025 Q4	$11.7M	Buy	307,502 +4,729	+2%	+$172K	3.02%	9
2025 Q3	$10.8M	Buy	302,773 +63	+0%	+$2.16K	2.94%	9
2025 Q2	$9.96M	Sell	302,710 -3,086	-1%	-$95K	2.89%	9
2025 Q1	$8.9M	Buy	305,796 +29,645	+11%	+$835K	2.79%	10
2024 Q4	$7.34M	Buy	+276,151	New	+$7.58M	2.47%	10

Other funds holding DISV

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

Evanson Financial Mclean, Virginia $2.04B AUM

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

United Wealth Management's DISV Position: Q2 2026 in Review

United Wealth Management reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.25% in Q2 2026, selling an estimated $31.6K and leaving 310,662 shares worth $12.5M. The position accounts for 2.81% of the portfolio, ranked #9.

United Wealth Management first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

United Wealth Management held 310,662 shares of Dimensional International Small Cap Value ETF worth $12.5M as of Q2 2026.
United Wealth Management sold 763 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $31.6K.
Dimensional International Small Cap Value ETF made up 2.81% of United Wealth Management's portfolio in Q2 2026, its #9 holding.
United Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
311 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on United Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.