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

Aspire 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 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%	+$5.69K	0.05%	124
2023 Q4	$66.1K	Hold	2,565	–	–	0.04%	118
2023 Q3	$61K	Buy	2,565 +60	+2%	+$1.46K	0.05%	116
2023 Q2	$59.2K	Buy	2,505 +282	+13%	+$6.77K	0.04%	120
2023 Q1	$52.9K	Buy	2,223 +1,770	+391%	+$42K	0.04%	123
2022 Q4	$10.1K	Buy	+453	New	+$9.44K	0.01%	155

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 $7.79B AUM 20.38% 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

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

Jane Street New York $777B AUM 61.18% 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

EAM

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

Aspire Wealth Management's DISV Position: Q3 2024 in Review

Aspire Wealth Management held its Dimensional International Small Cap Value ETF (DISV) position steady in Q3 2024 at 2,786 shares worth $81K. The position accounts for 0.04% of the portfolio, ranked #123.

Aspire Wealth Management first reported a position in DISV in Q4 2022 and has held it in 8 quarters since. 262 funds tracked by Wall St. Rank hold DISV as of Q3 2024.

Aspire Wealth Management held 2,786 shares of Dimensional International Small Cap Value ETF worth $81K as of Q3 2024.
Aspire Wealth Management left its Dimensional International Small Cap Value ETF share count unchanged in Q3 2024.
Dimensional International Small Cap Value ETF made up 0.04% of Aspire Wealth Management's portfolio in Q3 2024, its #123 holding.
Aspire Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 8 quarters since.
262 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.