Bartlett & Co Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Bartlett & Co 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 Q1	–	Sell	-3,007	Closed	-$77.6K	–	1152
2023 Q4	$77.6K	Buy	+3,007	New	+$72.3K	﹤0.01%	615

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EAM

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

Bartlett & Co Wealth Management's DISV Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Dimensional International Small Cap Value ETF (DISV) in Q1 2024, closing a stake of 3,007 shares — an estimated $77.6K sold.

Bartlett & Co Wealth Management first reported a position in DISV in Q4 2023 and held it in 1 quarter. The position peaked at $77.6K in Q4 2023. 236 funds tracked by Wall St. Rank hold DISV as of Q1 2024.

Bartlett & Co Wealth Management reported no remaining Dimensional International Small Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 3,007 Dimensional International Small Cap Value ETF shares in Q1 2024, an estimated $77.6K.
Bartlett & Co Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and held it in 1 quarter.
Bartlett & Co Wealth Management's Dimensional International Small Cap Value ETF position peaked at $77.6K in Q4 2023.
236 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.