1900 Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

1900 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
2024 Q1	–	Sell	-15,030	Closed	-$388K	–	246
2023 Q4	$388K	Sell	15,030 -9,585	-39%	-$230K	0.04%	217
2023 Q3	$585K	Buy	+24,615	New	+$600K	0.06%	179

Other funds holding DISV

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

1900 Wealth Management's DISV Position: Q1 2024 in Review

1900 Wealth Management sold out of Dimensional International Small Cap Value ETF (DISV) in Q1 2024, closing a stake of 15,030 shares — an estimated $388K sold.

1900 Wealth Management first reported a position in DISV in Q3 2023 and held it in 2 quarters. The position peaked at $585K in Q3 2023. 236 funds tracked by Wall St. Rank hold DISV as of Q1 2024.

1900 Wealth Management reported no remaining Dimensional International Small Cap Value ETF position as of Q1 2024 after selling out during the quarter.
1900 Wealth Management sold 15,030 Dimensional International Small Cap Value ETF shares in Q1 2024, an estimated $388K.
1900 Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q3 2023 and held it in 2 quarters.
1900 Wealth Management's Dimensional International Small Cap Value ETF position peaked at $585K in Q3 2023.
236 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2024.

Based on 1900 Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.