Elevate Wealth Advisory’s Dimensional International Small Cap Value ETF DISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
10,384
-4,781
| -32% | -$157K | 0.24% | 55 |
|
|
2025
Q1 | $442K | Buy |
15,165
+589
| +4% | +$17.2K | 0.31% | 50 |
|
|
2024
Q4 | $387K | Buy |
14,576
+17
| +0.1% | +$452 | 0.29% | 48 |
|
|
2024
Q3 | $423K | Hold |
14,559
| – | – | 0.31% | 43 |
|
|
2024
Q2 | $392K | Sell |
14,559
-1,899
| -12% | -$51.1K | 0.32% | 43 |
|
|
2024
Q1 | $447K | Sell |
16,458
-3,181
| -16% | -$86.5K | 0.39% | 36 |
|
|
2023
Q4 | $506K | Buy |
+19,639
| New | +$506K | 0.46% | 33 |
|