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

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

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

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

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return