IWM
Integris Wealth Management’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 | $20.2M | Buy |
613,713
+7,330
| +1% | +$241K | 5.27% | 5 |
|
|
2025
Q1 | $17.7M | Buy |
606,383
+18,131
| +3% | +$528K | 5.04% | 5 |
|
|
2024
Q4 | $15.6M | Buy |
588,252
+39,019
| +7% | +$1.04M | 4.41% | 7 |
|
|
2024
Q3 | $16M | Buy |
549,233
+11,280
| +2% | +$328K | 4.46% | 7 |
|
|
2024
Q2 | $14.5M | Sell |
537,953
-29,685
| -5% | -$799K | 4.18% | 7 |
|
|
2024
Q1 | $15.4M | Buy |
567,638
+44,668
| +9% | +$1.21M | 4.27% | 7 |
|
|
2023
Q4 | $13.5M | Buy |
522,970
+33,610
| +7% | +$867K | 3.99% | 8 |
|
|
2023
Q3 | $11.6M | Buy |
+489,360
| New | +$11.6M | 3.81% | 9 |
|