Beaird Harris Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.1K | Hold |
2,890
| – | – | 0.01% | 188 |
|
|
2025
Q1 | $84.2K | Sell |
2,890
-80
| -3% | -$2.33K | 0.01% | 180 |
|
|
2024
Q4 | $78.9K | Hold |
2,970
| – | – | 0.01% | 193 |
|
|
2024
Q3 | $86.3K | Hold |
2,970
| – | – | 0.01% | 192 |
|
|
2024
Q2 | $79.9K | Sell |
2,970
-122
| -4% | -$3.28K | 0.01% | 181 |
|
|
2024
Q1 | $84.1K | Buy |
3,092
+1,062
| +52% | +$28.9K | 0.01% | 166 |
|
|
2023
Q4 | $52.3K | Buy |
+2,030
| New | +$52.3K | 0.01% | 179 |
|
|
2022
Q4 | – | Sell |
-1,325
| Closed | -$25K | – | 746 |
|
|
2022
Q3 | $25K | Buy |
+1,325
| New | +$25K | 0.01% | 215 |
|