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Fortis Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Fortis 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
Q2 		– Sell
-678
Closed -$16.1K – 134
2023
Q1 		$16.1K Buy
678
+1
+0.1% +$24 0.01% 195
2022
Q4 		$15K Buy
677
+4
+0.6% +$83 0.01% 194
2022
Q3 		$12K Buy
+673
New +$14.1K 0.01% 200

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 $7.07B AUM 18.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Fortis Advisors's DISV Position: Q2 2023 in Review

Fortis Advisors sold out of Dimensional International Small Cap Value ETF (DISV) in Q2 2023, closing a stake of 678 shares — an estimated $16.1K sold.

Fortis Advisors first reported a position in DISV in Q3 2022 and held it in 3 quarters. The position peaked at $16.1K in Q1 2023. 170 funds tracked by Wall St. Rank hold DISV as of Q2 2023.

  • Fortis Advisors reported no remaining Dimensional International Small Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 678 Dimensional International Small Cap Value ETF shares in Q2 2023, an estimated $16.1K.
  • Fortis Advisors first reported a position in Dimensional International Small Cap Value ETF in Q3 2022 and held it in 3 quarters.
  • Fortis Advisors's Dimensional International Small Cap Value ETF position peaked at $16.1K in Q1 2023.
  • 170 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.