Wealth Enhancement Advisory Services
DISV icon

Wealth Enhancement Advisory Services’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Wealth Enhancement Advisory Services’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 		$18.9M Buy
461,410
+47,252
+11% +$1.96M 0.03% 458
2026
Q1 		$16.4M Sell
414,158
-202,975
-33% -$8.21M 0.03% 451
2025
Q4 		$23.9M Sell
617,133
-10,655
-2% -$386K 0.03% 430
2025
Q3 		$22.5M Buy
627,788
+2,632
+0.4% +$90.2K 0.03% 425
2025
Q2 		$20.8M Buy
625,156
+36,057
+6% +$1.11M 0.03% 414
2025
Q1 		$17.2M Buy
589,099
+42,792
+8% +$1.21M 0.03% 443
2024
Q4 		$14.5M Buy
546,307
+78,154
+17% +$2.14M 0.03% 459
2024
Q3 		$13.6M Sell
468,153
-184,864
-28% -$5.16M 0.03% 442
2024
Q2 		$17.6M Buy
653,017
+4,320
+0.7% +$119K 0.04% 358
2024
Q1 		$17.6M Buy
648,697
+33,294
+5% +$857K 0.05% 354
2023
Q4 		$15.9M Buy
615,403
+15,683
+3% +$377K 0.05% 345
2023
Q3 		$14.3M Buy
+599,720
New +$14.6M 0.05% 334

Other funds holding DISV

EF
Evanson Financial Mclean, Virginia $2.04B AUM
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's DISV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional International Small Cap Value ETF (DISV) stake by 11% in Q2 2026, buying an estimated $1.96M and bringing the position to 461,410 shares worth $18.9M. The position accounts for 0.03% of the portfolio, ranked #458.

Wealth Enhancement Advisory Services first reported a position in DISV in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.9M in Q4 2025. 91 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 461,410 shares of Dimensional International Small Cap Value ETF worth $18.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 47,252 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $1.96M.
  • Dimensional International Small Cap Value ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #458 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional International Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional International Small Cap Value ETF position peaked at $23.9M in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.