Valued Wealth Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Valued Wealth Advisors’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	$206K	Buy	5,128 +3,712	+262%	+$154K	0.07%	50
2026 Q1	$55.9K	Sell	1,416 -82	-5%	-$3.32K	0.02%	95
2025 Q4	$56.9K	Buy	1,498 +176	+13%	+$6.38K	0.03%	87
2025 Q3	$47.2K	Sell	1,322 -42	-3%	-$1.44K	0.02%	91
2025 Q2	$44.9K	Buy	+1,364	New	+$42K	0.02%	91
2024 Q3	–	Sell	-98	Closed	-$2.64K	–	645
2024 Q2	$2.64K	Hold	98	–	–	﹤0.01%	344
2024 Q1	$2.67K	Buy	+98	New	+$2.52K	﹤0.01%	325

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Valued Wealth Advisors's DISV Position: Q2 2026 in Review

Valued Wealth Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 262% in Q2 2026, buying an estimated $154K and bringing the position to 5,128 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #50.

Valued Wealth Advisors first reported a position in DISV in Q1 2024 and has held it in 7 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Valued Wealth Advisors held 5,128 shares of Dimensional International Small Cap Value ETF worth $206K as of Q2 2026.
Valued Wealth Advisors bought 3,712 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $154K.
Dimensional International Small Cap Value ETF made up 0.07% of Valued Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Valued Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q1 2024 and has held it in 7 quarters since.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.