VWA
DISV icon

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

Visionary 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 		$4.93M Buy
122,902
+1,255
+1% +$52.1K 0.19% 124
2026
Q1 		$4.8M Buy
121,647
+6,005
+5% +$243K 0.21% 116
2025
Q4 		$4.39M Buy
115,642
+27,182
+31% +$986K 0.2% 124
2025
Q3 		$3.16M Buy
88,460
+30,716
+53% +$1.05M 0.15% 146
2025
Q2 		$1.9M Buy
57,744
+8,183
+17% +$252K 0.1% 196
2025
Q1 		$1.44M Buy
49,561
+3,809
+8% +$107K 0.09% 211
2024
Q4 		$1.22M Buy
45,752
+24,015
+110% +$659K 0.07% 231
2024
Q3 		$632K Buy
21,737
+1,170
+6% +$32.6K 0.04% 313
2024
Q2 		$553K Buy
20,567
+1,277
+7% +$35K 0.04% 314
2024
Q1 		$524K Hold
19,290
– – 0.04% 316
2023
Q4 		$497K Hold
19,290
– – 0.04% 313
2023
Q3 		$459K Hold
19,290
– – 0.04% 313
2023
Q2 		$456K Hold
19,290
– – 0.04% 307
2023
Q1 		$459K Buy
+19,290
New +$458K 0.04% 292

Other funds holding DISV

Focus Partners Wealth
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
MG
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Visionary Wealth Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 1% in Q2 2026, buying an estimated $52.1K and bringing the position to 122,902 shares worth $4.93M. The position accounts for 0.19% of the portfolio, ranked #124.

Visionary Wealth Advisors first reported a position in DISV in Q1 2023 and has held it in 14 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Visionary Wealth Advisors held 122,902 shares of Dimensional International Small Cap Value ETF worth $4.93M as of Q2 2026.
  • Visionary Wealth Advisors bought 1,255 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $52.1K.
  • Dimensional International Small Cap Value ETF made up 0.19% of Visionary Wealth Advisors's portfolio in Q2 2026, its #124 holding.
  • Visionary Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

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