Buckingham Strategic Wealth’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Buckingham Strategic Wealth’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 Q2	$84.7M	Buy	3,149,744 +362,441	+13%	+$9.95M	0.88%	22
2024 Q1	$75.8M	Buy	2,787,303 +677,729	+32%	+$17.4M	0.8%	21
2023 Q4	$54.4M	Buy	2,109,574 +649,857	+45%	+$15.6M	0.65%	23
2023 Q3	$34.7M	Buy	1,459,717 +403,888	+38%	+$9.85M	0.49%	29
2023 Q2	$25M	Buy	1,055,829 +382,272	+57%	+$9.17M	0.36%	39
2023 Q1	$15M	Hold	673,557	–	–	0.27%	50
2022 Q4	$15M	Buy	673,557 +499,396	+287%	+$10.4M	0.27%	50
2022 Q3	$3.23M	Buy	174,161 +66,164	+61%	+$1.38M	0.07%	132
2022 Q2	$2.27M	Buy	+107,997	New	+$2.5M	0.04%	163

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

EAM

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

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Buckingham Strategic Wealth's DISV Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Dimensional International Small Cap Value ETF (DISV) stake by 13% in Q2 2024, buying an estimated $9.95M and bringing the position to 3,149,744 shares worth $84.7M. The position accounts for 0.88% of the portfolio, ranked #22.

Buckingham Strategic Wealth first reported a position in DISV in Q2 2022 and has held it in 9 quarters since. 252 funds tracked by Wall St. Rank hold DISV as of Q2 2024.

Buckingham Strategic Wealth held 3,149,744 shares of Dimensional International Small Cap Value ETF worth $84.7M as of Q2 2024.
Buckingham Strategic Wealth bought 362,441 Dimensional International Small Cap Value ETF shares in Q2 2024, an estimated $9.95M.
Dimensional International Small Cap Value ETF made up 0.88% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #22 holding.
Buckingham Strategic Wealth first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 9 quarters since.
252 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.