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DISV icon

Dowling & Yahnke’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Dowling & Yahnke’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
2022
Q3 		$6.21M Buy
334,366
+300,600
+890% +$6.28M 0.29% 91
2022
Q2 		$711K Buy
+33,766
New +$782K 0.03% 247

Other funds holding DISV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return
CPA
Cardiff Park Advisors Carlsbad, California $1.29B AUM 23.67% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Dowling & Yahnke's DISV Position: Q3 2022 in Review

Dowling & Yahnke increased its Dimensional International Small Cap Value ETF (DISV) stake by 890% in Q3 2022, buying an estimated $6.28M and bringing the position to 334,366 shares worth $6.21M. The position accounts for 0.29% of the portfolio, ranked #91.

Dowling & Yahnke first reported a position in DISV in Q2 2022 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold DISV as of Q3 2022.

  • Dowling & Yahnke held 334,366 shares of Dimensional International Small Cap Value ETF worth $6.21M as of Q3 2022.
  • Dowling & Yahnke bought 300,600 Dimensional International Small Cap Value ETF shares in Q3 2022, an estimated $6.28M.
  • Dimensional International Small Cap Value ETF made up 0.29% of Dowling & Yahnke's portfolio in Q3 2022, its #91 holding.
  • Dowling & Yahnke first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.