ALWM
Andrews Lucia Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
77,327
+6,297
| +9% | +$207K | 1.65% | 11 |
|
|
2025
Q1 | $1.89M | Buy |
71,030
+2,553
| +4% | +$67.8K | 1.27% | 11 |
|
|
2024
Q4 | $1.99M | Buy |
68,477
+859
| +1% | +$25K | 1.33% | 11 |
|
|
2024
Q3 | $1.82M | Buy |
67,618
+1,616
| +2% | +$43.5K | 1.29% | 11 |
|
|
2024
Q2 | $1.79M | Hold |
66,002
| – | – | 1.25% | 12 |
|
|
2024
Q1 | $1.79M | Buy |
66,002
+778
| +1% | +$21.2K | 1.28% | 11 |
|
|
2023
Q4 | $1.68M | Buy |
65,224
+4,615
| +8% | +$119K | 1.3% | 12 |
|
|
2023
Q3 | $1.44M | Buy |
60,609
+1,545
| +3% | +$36.7K | 1.24% | 12 |
|
|
2023
Q2 | $1.4M | Buy |
59,064
+8,115
| +16% | +$192K | 1.16% | 12 |
|
|
2023
Q1 | $1.21M | Sell |
50,949
-4,023
| -7% | -$95.8K | 1.07% | 13 |
|
|
2022
Q4 | $1.22M | Buy |
54,972
+20,360
| +59% | +$452K | 1.14% | 13 |
|
|
2022
Q3 | $642K | Buy |
+34,612
| New | +$642K | 0.68% | 15 |
|