DWM
Dopkins 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 | $1.85M | Buy |
56,240
+64
| +0.1% | +$2.11K | 0.83% | 28 |
|
|
2025
Q1 | $1.64M | Buy |
56,176
+4,804
| +9% | +$140K | 0.83% | 28 |
|
|
2024
Q4 | $1.36M | Buy |
51,372
+44,119
| +608% | +$1.17M | 0.7% | 28 |
|
|
2024
Q3 | $211K | Sell |
7,253
-5,227
| -42% | -$152K | 0.17% | 60 |
|
|
2024
Q2 | $336K | Sell |
12,480
-150
| -1% | -$4.04K | 0.2% | 56 |
|
|
2024
Q1 | $343K | Buy |
+12,630
| New | +$343K | 0.21% | 53 |
|
|
2023
Q1 | – | Sell |
-29,273
| Closed | -$650K | – | 42 |
|
|
2022
Q4 | $650K | Buy |
29,273
+900
| +3% | +$20K | 0.57% | 24 |
|
|
2022
Q3 | $527K | Buy |
+28,373
| New | +$527K | 0.59% | 21 |
|