GWANC
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Guardian Wealth Advisors (North Carolina)’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q3 		– Sell
-52
Closed -$1.23K – 426
2023
Q2 		$1.23K Buy
+52
New +$1.25K ﹤0.01% 395

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 $7.79B AUM 20.38% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s DISV Position: Q3 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Dimensional International Small Cap Value ETF (DISV) in Q3 2023, closing a stake of 52 shares — an estimated $1.23K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in DISV in Q2 2023 and held it in 1 quarter. The position peaked at $1.23K in Q2 2023. 185 funds tracked by Wall St. Rank hold DISV as of Q3 2023.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Dimensional International Small Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 52 Dimensional International Small Cap Value ETF shares in Q3 2023, an estimated $1.23K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Dimensional International Small Cap Value ETF in Q2 2023 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Dimensional International Small Cap Value ETF position peaked at $1.23K in Q2 2023.
  • 185 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2023, filed 14 Nov 2023.