Vantage Point Financial’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Vantage Point Financial’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	$954K	Buy	23,765 +5,721	+32%	+$237K	0.29%	66
2026 Q1	$712K	Buy	18,044 +1,150	+7%	+$46.5K	0.25%	76
2025 Q4	$642K	Buy	16,894 +7,158	+74%	+$260K	0.23%	77
2025 Q3	$347K	Buy	9,736 +2,208	+29%	+$75.7K	0.13%	108
2025 Q2	$248K	Buy	+7,528	New	+$232K	0.11%	124

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

Vantage Point Financial's DISV Position: Q2 2026 in Review

Vantage Point Financial increased its Dimensional International Small Cap Value ETF (DISV) stake by 32% in Q2 2026, buying an estimated $237K and bringing the position to 23,765 shares worth $954K. The position accounts for 0.29% of the portfolio, ranked #66.

Vantage Point Financial first reported a position in DISV in Q2 2025 and has held it in 5 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Vantage Point Financial held 23,765 shares of Dimensional International Small Cap Value ETF worth $954K as of Q2 2026.
Vantage Point Financial bought 5,721 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $237K.
Dimensional International Small Cap Value ETF made up 0.29% of Vantage Point Financial's portfolio in Q2 2026, its #66 holding.
Vantage Point Financial first reported a position in Dimensional International Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.