FMWA
Forvis Mazars Wealth Advisors’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 | $4.45M | Sell |
135,214
-40,096
| -23% | -$1.32M | 0.1% | 94 |
|
|
2025
Q1 | $5.11M | Sell |
175,310
-98,599
| -36% | -$2.87M | 0.12% | 84 |
|
|
2024
Q4 | $7.28M | Sell |
273,909
-55,292
| -17% | -$1.47M | 0.17% | 71 |
|
|
2024
Q3 | $9.57M | Sell |
329,201
-24,454
| -7% | -$711K | 0.22% | 61 |
|
|
2024
Q2 | $9.52M | Sell |
353,655
-5,464
| -2% | -$147K | 0.24% | 59 |
|
|
2024
Q1 | $9.76M | Buy |
359,119
+3,800
| +1% | +$103K | 0.25% | 59 |
|
|
2023
Q4 | $9.16M | Buy |
355,319
+9,098
| +3% | +$235K | 0.26% | 60 |
|
|
2023
Q3 | $8.23M | Buy |
346,221
+25,388
| +8% | +$604K | 0.25% | 64 |
|
|
2023
Q2 | $7.59M | Buy |
320,833
+31,032
| +11% | +$734K | 0.22% | 72 |
|
|
2023
Q1 | $6.9M | Buy |
289,801
+24,044
| +9% | +$572K | 0.23% | 68 |
|
|
2022
Q4 | $5.9M | Buy |
265,757
+76,741
| +41% | +$1.7M | 0.21% | 77 |
|
|
2022
Q3 | $3.51M | Buy |
189,016
+121,944
| +182% | +$2.26M | 0.14% | 96 |
|
|
2022
Q2 | $1.41M | Buy |
+67,072
| New | +$1.41M | 0.06% | 162 |
|