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

Wealth Advisors Northwest’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	$7.27M	Buy	181,154 +6,080	+3%	+$252K	2.48%	9
2026 Q1	$6.9M	Sell	175,074 -4,183	-2%	-$169K	2.9%	9
2025 Q4	$6.81M	Buy	179,257 +8,104	+5%	+$294K	3.02%	10
2025 Q3	$6.11M	Sell	171,153 -6,394	-4%	-$219K	2.95%	10
2025 Q2	$5.84M	Sell	177,547 -3,956	-2%	-$122K	3.08%	10
2025 Q1	$5.29M	Buy	181,503 +15,065	+9%	+$424K	3.35%	9
2024 Q4	$4.42M	Buy	+166,438	New	+$4.57M	3.01%	7

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

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

Wealth Advisors Northwest increased its Dimensional International Small Cap Value ETF (DISV) stake by 3.5% in Q2 2026, buying an estimated $252K and bringing the position to 181,154 shares worth $7.27M. The position accounts for 2.48% of the portfolio, ranked #9.

Wealth Advisors Northwest first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. 470 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Wealth Advisors Northwest held 181,154 shares of Dimensional International Small Cap Value ETF worth $7.27M as of Q2 2026.
Wealth Advisors Northwest bought 6,080 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $252K.
Dimensional International Small Cap Value ETF made up 2.48% of Wealth Advisors Northwest's portfolio in Q2 2026, its #9 holding.
Wealth Advisors Northwest first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
470 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Wealth Advisors Northwest's 13F filing for Q2 2026, filed 15 Jul 2026.