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

Vestia Personal 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	$5.13M	Buy	127,725 +28,788	+29%	+$1.19M	2%	16
2026 Q1	$3.9M	Buy	98,937 +9,345	+10%	+$378K	1.83%	17
2025 Q4	$3.57M	Buy	89,592 +14,057	+19%	+$510K	1.81%	15
2025 Q3	$2.7M	Buy	75,535 +6,561	+10%	+$225K	1.56%	15
2025 Q2	$2.27M	Buy	68,974 +2,074	+3%	+$63.8K	1.55%	13
2025 Q1	$1.95M	Buy	66,900 +9,387	+16%	+$264K	1.54%	15
2024 Q4	$1.53M	Buy	57,513 +14,523	+34%	+$398K	1.26%	16
2024 Q3	$1.25M	Buy	42,990 +1,355	+3%	+$37.8K	1.18%	19
2024 Q2	$1.12M	Buy	+41,635	New	+$1.14M	1.2%	18

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

Vestia Personal Wealth Advisors's DISV Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 29% in Q2 2026, buying an estimated $1.19M and bringing the position to 127,725 shares worth $5.13M. The position accounts for 2% of the portfolio, ranked #16.

Vestia Personal Wealth Advisors first reported a position in DISV in Q2 2024 and has held it in 9 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Vestia Personal Wealth Advisors held 127,725 shares of Dimensional International Small Cap Value ETF worth $5.13M as of Q2 2026.
Vestia Personal Wealth Advisors bought 28,788 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $1.19M.
Dimensional International Small Cap Value ETF made up 2% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.