YWM
DISV icon

Yardley Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Yardley Wealth Management’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 		$9.5M Buy
236,745
+8,913
+4% +$370K 4.32% 10
2026
Q1 		$8.99M Sell
227,832
-6,169
-3% -$250K 4.6% 9
2025
Q4 		$8.89M Sell
234,001
-8,195
-3% -$297K 4.73% 9
2025
Q3 		$8.64M Sell
242,196
-27,869
-10% -$955K 4.83% 8
2025
Q2 		$8.89M Sell
270,065
-8,396
-3% -$258K 4.86% 9
2025
Q1 		$8.11M Sell
278,461
-41,582
-13% -$1.17M 4.78% 9
2024
Q4 		$8.61M Buy
320,043
+58,502
+22% +$1.61M 4.18% 10
2024
Q3 		$7.6M Buy
+261,541
New +$7.29M 4.51% 9

Other funds holding DISV

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
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
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
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

Yardley Wealth Management's DISV Position: Q2 2026 in Review

Yardley Wealth Management increased its Dimensional International Small Cap Value ETF (DISV) stake by 3.9% in Q2 2026, buying an estimated $370K and bringing the position to 236,745 shares worth $9.5M. The position accounts for 4.32% of the portfolio, ranked #10.

Yardley Wealth Management first reported a position in DISV in Q3 2024 and has held it in 8 quarters since. 171 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

  • Yardley Wealth Management held 236,745 shares of Dimensional International Small Cap Value ETF worth $9.5M as of Q2 2026.
  • Yardley Wealth Management bought 8,913 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $370K.
  • Dimensional International Small Cap Value ETF made up 4.32% of Yardley Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Yardley Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 171 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.