CCA
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Column Capital Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Column Capital Advisors’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
Q3 		– Sell
-200
Closed -$4.73K – 808
2023
Q2 		$4.73K Buy
+200
New +$4.8K ﹤0.01% 619

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
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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 $1.21T AUM 78.12% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Column Capital Advisors's DISV Position: Q3 2023 in Review

Column Capital Advisors sold out of Dimensional International Small Cap Value ETF (DISV) in Q3 2023, closing a stake of 200 shares — an estimated $4.73K sold.

Column Capital Advisors first reported a position in DISV in Q2 2023 and held it in 1 quarter. The position peaked at $4.73K in Q2 2023. 185 funds tracked by Wall St. Rank hold DISV as of Q3 2023.

  • Column Capital Advisors reported no remaining Dimensional International Small Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Column Capital Advisors sold 200 Dimensional International Small Cap Value ETF shares in Q3 2023, an estimated $4.73K.
  • Column Capital Advisors first reported a position in Dimensional International Small Cap Value ETF in Q2 2023 and held it in 1 quarter.
  • Column Capital Advisors's Dimensional International Small Cap Value ETF position peaked at $4.73K in Q2 2023.
  • 185 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.