Aspire Private Capital’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Aspire Private Capital’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 Q4	–	Sell	-3,172	Closed	-$92.2K	–	280
2024 Q3	$92.2K	Buy	3,172 +14	+0.4%	+$390	0.02%	196
2024 Q2	$85K	Buy	3,158 +229	+8%	+$6.29K	0.02%	202
2024 Q1	$79.6K	Buy	2,929 +997	+52%	+$25.7K	0.02%	205
2023 Q4	$49.8K	Buy	1,932 +492	+34%	+$11.8K	0.01%	223
2023 Q3	$34.3K	Buy	1,440 +434	+43%	+$10.6K	0.01%	248
2023 Q2	$23.8K	Buy	+1,006	New	+$24.1K	0.01%	274

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

ADL

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

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

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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

EAM

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

Aspire Private Capital's DISV Position: Q4 2024 in Review

Aspire Private Capital sold out of Dimensional International Small Cap Value ETF (DISV) in Q4 2024, closing a stake of 3,172 shares — an estimated $92.2K sold.

Aspire Private Capital first reported a position in DISV in Q2 2023 and held it in 6 quarters. The position peaked at $92.2K in Q3 2024. 314 funds tracked by Wall St. Rank hold DISV as of Q4 2024.

Aspire Private Capital reported no remaining Dimensional International Small Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 3,172 Dimensional International Small Cap Value ETF shares in Q4 2024, an estimated $92.2K.
Aspire Private Capital first reported a position in Dimensional International Small Cap Value ETF in Q2 2023 and held it in 6 quarters.
Aspire Private Capital's Dimensional International Small Cap Value ETF position peaked at $92.2K in Q3 2024.
314 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.