Carson Wealth (CWM LLC)’s Dimensional International Small Cap Value ETF DISV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
7,768
-1,344
| -15% | -$44.3K | ﹤0.01% | 1966 |
|
|
2025
Q1 | $265K | Buy |
9,112
+7,339
| +414% | +$213K | ﹤0.01% | 1743 |
|
|
2024
Q4 | $47K | Sell |
1,773
-9,239
| -84% | -$245K | ﹤0.01% | 2842 |
|
|
2024
Q3 | $320K | Sell |
11,012
-18,530
| -63% | -$538K | ﹤0.01% | 1502 |
|
|
2024
Q2 | $795K | Buy |
+29,542
| New | +$795K | ﹤0.01% | 1016 |
|
|
2023
Q4 | – | Sell |
-1,383
| Closed | -$33K | – | 4204 |
|
|
2023
Q3 | $33K | Buy |
+1,383
| New | +$33K | ﹤0.01% | 2333 |
|