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

Bartlett & Co’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
2023 Q4	$78K	Buy	+3,007	New	+$72.3K	﹤0.01%	614

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

Jane Street New York $777B AUM 61.18% 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

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Bartlett & Co's DISV Position: Q4 2023 in Review

Bartlett & Co opened a new position in Dimensional International Small Cap Value ETF (DISV) in Q4 2023: 3,007 shares worth $78K. The stake represents ﹤0.01% of the portfolio and ranks #614 among its holdings.

224 funds tracked by Wall St. Rank hold DISV as of Q4 2023.

Bartlett & Co held 3,007 shares of Dimensional International Small Cap Value ETF worth $78K as of Q4 2023.
Dimensional International Small Cap Value ETF was a new Bartlett & Co position in Q4 2023.
Dimensional International Small Cap Value ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #614 holding.
224 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.