Wealthspire Advisors (New York)’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Wealthspire Advisors (New York)’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	$6.88M	Buy	171,331 +149,854	+698%	+$6.22M	0.04%	217
2026 Q1	$847K	Hold	21,477	–	–	0.01%	442
2025 Q4	$816K	Buy	21,477 +1	+0%	+$36	0.01%	476
2025 Q3	$766K	Buy	21,476 +2	+0%	+$69	﹤0.01%	442
2025 Q2	$707K	Buy	21,474 +7,900	+58%	+$243K	﹤0.01%	454
2025 Q1	$395K	Hold	13,574	–	–	﹤0.01%	573
2024 Q4	$361K	Buy	+13,574	New	+$372K	﹤0.01%	601

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthspire Advisors (New York)'s DISV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Dimensional International Small Cap Value ETF (DISV) stake by 698% in Q2 2026, buying an estimated $6.22M and bringing the position to 171,331 shares worth $6.88M. The position accounts for 0.04% of the portfolio, ranked #217.

Wealthspire Advisors (New York) first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. 473 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Wealthspire Advisors (New York) held 171,331 shares of Dimensional International Small Cap Value ETF worth $6.88M as of Q2 2026.
Wealthspire Advisors (New York) bought 149,854 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $6.22M.
Dimensional International Small Cap Value ETF made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #217 holding.
Wealthspire Advisors (New York) first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
473 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.