Keyes Stange & Wooten Wealth Management’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 | $9.52M | Sell |
289,378
-8,828
| -3% | -$291K | 4.94% | 8 |
|
2025
Q1 | $8.68M | Buy |
298,206
+9,297
| +3% | +$271K | 4.94% | 9 |
|
2024
Q4 | $7.68M | Buy |
288,909
+8,130
| +3% | +$216K | 4.52% | 9 |
|
2024
Q3 | $8.16M | Buy |
280,779
+3,509
| +1% | +$102K | 4.84% | 9 |
|
2024
Q2 | $7.46M | Buy |
277,270
+10,823
| +4% | +$291K | 5.19% | 8 |
|
2024
Q1 | $7.24M | Buy |
266,447
+4,333
| +2% | +$118K | 6.38% | 6 |
|
2023
Q4 | $6.76M | Buy |
+262,114
| New | +$6.76M | 7.18% | 5 |
|