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

Able 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	-111	Closed	-$2.86K	–	202
2023 Q4	$2.86K	Buy	+111	New	+$2.67K	﹤0.01%	412

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

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

Able Wealth Management sold out of Dimensional International Small Cap Value ETF (DISV) in Q1 2024, closing a stake of 111 shares — an estimated $2.86K sold.

Able Wealth Management first reported a position in DISV in Q4 2023 and held it in 1 quarter. The position peaked at $2.86K in Q4 2023. 236 funds tracked by Wall St. Rank hold DISV as of Q1 2024.

Able Wealth Management reported no remaining Dimensional International Small Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 111 Dimensional International Small Cap Value ETF shares in Q1 2024, an estimated $2.86K.
Able Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Dimensional International Small Cap Value ETF position peaked at $2.86K in Q4 2023.
236 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.