von Borstel & Associates’s Dimensional International Small Cap Value ETF DISV Stock Holding History

von Borstel & Associates’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	$16.5M	Buy	410,932 +18,528	+5%	+$768K	3.38%	9
2026 Q1	$15.5M	Sell	392,404 -37,445	-9%	-$1.51M	3.54%	9
2025 Q4	$16.3M	Buy	429,849 +2,210	+0.5%	+$80.2K	3.83%	8
2025 Q3	$15.3M	Buy	427,639 +7,326	+2%	+$251K	2.35%	9
2025 Q2	$13.9M	Sell	420,313 -21,040	-5%	-$648K	3.68%	8
2025 Q1	$12.9M	Buy	441,353 +89,438	+25%	+$2.52M	3.84%	8
2024 Q4	$9.35M	Buy	351,915 +139,171	+65%	+$3.82M	3.66%	8
2024 Q3	$6.18M	Buy	+212,744	New	+$5.93M	3.5%	8

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

von Borstel & Associates's DISV Position: Q2 2026 in Review

von Borstel & Associates increased its Dimensional International Small Cap Value ETF (DISV) stake by 4.7% in Q2 2026, buying an estimated $768K and bringing the position to 410,932 shares worth $16.5M. The position accounts for 3.38% of the portfolio, ranked #9.

von Borstel & Associates first reported a position in DISV in Q3 2024 and has held it in 8 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

von Borstel & Associates held 410,932 shares of Dimensional International Small Cap Value ETF worth $16.5M as of Q2 2026.
von Borstel & Associates bought 18,528 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $768K.
Dimensional International Small Cap Value ETF made up 3.38% of von Borstel & Associates's portfolio in Q2 2026, its #9 holding.
von Borstel & Associates first reported a position in Dimensional International Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on von Borstel & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.