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 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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Visionary Wealth Advisors's DISV Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Dimensional International Small Cap Value ETF (DISV) stake by 5.2% in Q1 2026, buying an estimated $243K and bringing the position to 121,647 shares worth $4.8M. The position accounts for 0.21% of the portfolio, ranked #116.

Visionary Wealth Advisors first reported a position in DISV in Q1 2023 and has held it in 13 quarters since. 453 funds tracked by Wall St. Rank hold DISV as of Q1 2026.

Visionary Wealth Advisors held 121,647 shares of Dimensional International Small Cap Value ETF worth $4.8M as of Q1 2026.
Visionary Wealth Advisors bought 6,005 Dimensional International Small Cap Value ETF shares in Q1 2026, an estimated $243K.
Dimensional International Small Cap Value ETF made up 0.21% of Visionary Wealth Advisors's portfolio in Q1 2026, its #116 holding.
Visionary Wealth Advisors first reported a position in Dimensional International Small Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
453 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.