B
DISV icon

Bridgeworth’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Bridgeworth’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 		$8.78M Buy
340,592
+2,895
+0.9% +$69.6K 0.87% 21
2023
Q3 		$8.03M Buy
337,697
+30,970
+10% +$755K 0.89% 21
2023
Q2 		$7.25M Buy
306,727
+83,899
+38% +$2.01M 0.8% 23
2023
Q1 		$5.3M Buy
222,828
+180,117
+422% +$4.27M 0.67% 28
2022
Q4 		$949K Buy
+42,711
New +$890K 0.15% 72

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Jane Street
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
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
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

Bridgeworth's DISV Position: Q4 2023 in Review

Bridgeworth increased its Dimensional International Small Cap Value ETF (DISV) stake by 0.86% in Q4 2023, buying an estimated $69.6K and bringing the position to 340,592 shares worth $8.78M. The position accounts for 0.87% of the portfolio, ranked #21.

Bridgeworth first reported a position in DISV in Q4 2022 and has held it in 5 quarters since. 224 funds tracked by Wall St. Rank hold DISV as of Q4 2023.

  • Bridgeworth held 340,592 shares of Dimensional International Small Cap Value ETF worth $8.78M as of Q4 2023.
  • Bridgeworth bought 2,895 Dimensional International Small Cap Value ETF shares in Q4 2023, an estimated $69.6K.
  • Dimensional International Small Cap Value ETF made up 0.87% of Bridgeworth's portfolio in Q4 2023, its #21 holding.
  • Bridgeworth first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 5 quarters since.
  • 224 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.