CTWM
Cherry Tree Wealth Management’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 | $418K | Sell |
12,689
-605
| -5% | -$19.9K | 0.1% | 106 |
|
|
2025
Q1 | $387K | Buy |
13,294
+165
| +1% | +$4.81K | 0.09% | 110 |
|
|
2024
Q4 | $349K | Buy |
13,129
+216
| +2% | +$5.74K | 0.09% | 120 |
|
|
2024
Q3 | $375K | Sell |
12,913
-349
| -3% | -$10.1K | 0.09% | 116 |
|
|
2024
Q2 | $357K | Buy |
13,262
+725
| +6% | +$19.5K | 0.09% | 116 |
|
|
2024
Q1 | $341K | Sell |
12,537
-1,031
| -8% | -$28K | 0.09% | 118 |
|
|
2023
Q4 | $350K | Buy |
13,568
+338
| +3% | +$8.72K | 0.09% | 109 |
|
|
2023
Q3 | $315K | Sell |
13,230
-82
| -0.6% | -$1.95K | 0.09% | 108 |
|
|
2023
Q2 | $315K | Buy |
+13,312
| New | +$315K | 0.09% | 113 |
|