XY Planning Network’s Dimensional International Small Cap Value ETF DISV Stock Holding History

XY Planning Network’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 Q3	$4.67M	Buy	107,764 +44,411	+70%	+$1.91M	0.5%	46
2026 Q2	$2.54M	Sell	63,353 -219	-0.3%	-$9.08K	0.32%	74
2026 Q1	$2.54M	Buy	63,572 +4,601	+8%	+$186K	0.41%	59
2025 Q4	$2.24M	Sell	58,971 -22,311	-27%	-$809K	0.39%	61
2025 Q3	$2.67M	Hold	81,282	–	–	0.91%	32
2025 Q2	$2.67M	Buy	81,282 +14,218	+21%	+$438K	0.91%	32
2025 Q1	$1.95M	Sell	67,064 -3,078	-4%	-$86.7K	1.3%	23
2024 Q4	$1.86M	Buy	+70,142	New	+$1.92M	1.4%	23

Other funds holding DISV

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Financial Harvest Winter Park, Florida $213M AUM 16.17% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

XY Planning Network's DISV Position: Q3 2026 in Review

XY Planning Network increased its Dimensional International Small Cap Value ETF (DISV) stake by 70% in Q3 2026, buying an estimated $1.91M and bringing the position to 107,764 shares worth $4.67M. The position accounts for 0.5% of the portfolio, ranked #46.

XY Planning Network first reported a position in DISV in Q4 2024 and has held it in 8 quarters since. 157 funds tracked by Wall St. Rank hold DISV as of Q3 2026.

XY Planning Network held 107,764 shares of Dimensional International Small Cap Value ETF worth $4.67M as of Q3 2026.
XY Planning Network bought 44,411 Dimensional International Small Cap Value ETF shares in Q3 2026, an estimated $1.91M.
Dimensional International Small Cap Value ETF made up 0.5% of XY Planning Network's portfolio in Q3 2026, its #46 holding.
XY Planning Network first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
157 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.