Angeles Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,391
| Closed | -$40.5K | – | 433 |
|
|
2025
Q1 | $40.5K | Hold |
1,391
| – | – | ﹤0.01% | 341 |
|
|
2024
Q4 | $37K | Hold |
1,391
| – | – | ﹤0.01% | 347 |
|
|
2024
Q3 | $40.4K | Sell |
1,391
-1,564
| -53% | -$45.4K | ﹤0.01% | 302 |
|
|
2024
Q2 | $79.5K | Sell |
2,955
-4,530
| -61% | -$122K | 0.01% | 255 |
|
|
2024
Q1 | $204K | Buy |
7,485
+310
| +4% | +$8.43K | 0.02% | 212 |
|
|
2023
Q4 | $185K | Buy |
+7,175
| New | +$185K | 0.02% | 197 |
|