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DISV icon

WealthShield Partners’s Dimensional International Small Cap Value ETF DISV Stock Holding History

WealthShield Partners’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 		– Sell
-1,206
Closed -$47.6K – 433
2026
Q1 		$47.6K Hold
1,206
– – 0.01% 451
2025
Q4 		$45.8K Buy
1,206
+8
+0.7% +$290 0.01% 438
2025
Q3 		$42.8K Buy
1,198
+6
+0.5% +$206 ﹤0.01% 439
2025
Q2 		$39.2K Buy
1,192
+19
+2% +$585 ﹤0.01% 432
2025
Q1 		$34.1K Buy
1,173
+2
+0.2% +$56 ﹤0.01% 430
2024
Q4 		$31.1K Sell
1,171
-96
-8% -$2.63K ﹤0.01% 398
2024
Q3 		$36.8K Buy
1,267
+4
+0.3% +$112 0.01% 398
2024
Q2 		$34K Buy
1,263
+18
+1% +$494 0.01% 374
2024
Q1 		$33.9K Sell
1,245
-392
-24% -$10.1K 0.01% 368
2023
Q4 		$42.2K Sell
1,637
-200
-11% -$4.81K 0.01% 370
2023
Q3 		$43.7K Buy
1,837
+7
+0.4% +$171 0.01% 377
2023
Q2 		$43.3K Sell
1,830
-38
-2% -$912 0.01% 389
2023
Q1 		$44.5K Buy
+1,868
New +$44.3K 0.01% 384

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

WealthShield Partners's DISV Position: Q2 2026 in Review

WealthShield Partners sold out of Dimensional International Small Cap Value ETF (DISV) in Q2 2026, closing a stake of 1,206 shares — an estimated $47.6K sold.

WealthShield Partners first reported a position in DISV in Q1 2023 and held it in 13 quarters. The position peaked at $47.6K in Q1 2026. 471 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • WealthShield Partners reported no remaining Dimensional International Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 1,206 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $47.6K.
  • WealthShield Partners first reported a position in Dimensional International Small Cap Value ETF in Q1 2023 and held it in 13 quarters.
  • WealthShield Partners's Dimensional International Small Cap Value ETF position peaked at $47.6K in Q1 2026.
  • 471 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.