AWM
Aspire 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $81K | Hold |
2,786
| – | – | 0.04% | 123 |
|
2024
Q2 | $75K | Hold |
2,786
| – | – | 0.04% | 123 |
|
2024
Q1 | $75.8K | Buy |
2,786
+221
| +9% | +$6.01K | 0.05% | 124 |
|
2023
Q4 | $66.1K | Hold |
2,565
| – | – | 0.04% | 118 |
|
2023
Q3 | $61K | Buy |
2,565
+60
| +2% | +$1.43K | 0.05% | 116 |
|
2023
Q2 | $59.2K | Buy |
2,505
+282
| +13% | +$6.67K | 0.04% | 120 |
|
2023
Q1 | $52.9K | Buy |
2,223
+1,770
| +391% | +$42.1K | 0.04% | 123 |
|
2022
Q4 | $10.1K | Buy |
+453
| New | +$10.1K | 0.01% | 155 |
|