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 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

XY Planning Network's DISV Position: Q2 2026 in Review

XY Planning Network reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.34% in Q2 2026, selling an estimated $9.08K and leaving 63,353 shares worth $2.54M. The position accounts for 0.32% of the portfolio, ranked #74.

XY Planning Network first reported a position in DISV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.67M in Q3 2025. 94 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

XY Planning Network held 63,353 shares of Dimensional International Small Cap Value ETF worth $2.54M as of Q2 2026.
XY Planning Network sold 219 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $9.08K.
Dimensional International Small Cap Value ETF made up 0.32% of XY Planning Network's portfolio in Q2 2026, its #74 holding.
XY Planning Network first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
XY Planning Network's Dimensional International Small Cap Value ETF position peaked at $2.67M in Q3 2025.
94 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.