KWM
DISV icon

Kingsview Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Kingsview Wealth Management’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
-60,144
Closed -$1.42M – 948
2023
Q2 		$1.42M Buy
+60,144
New +$1.44M 0.06% 315

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FFM
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SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
BSW
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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

Kingsview Wealth Management's DISV Position: Q3 2023 in Review

Kingsview Wealth Management sold out of Dimensional International Small Cap Value ETF (DISV) in Q3 2023, closing a stake of 60,144 shares — an estimated $1.42M sold.

Kingsview Wealth Management first reported a position in DISV in Q2 2023 and held it in 1 quarter. The position peaked at $1.42M in Q2 2023. 185 funds tracked by Wall St. Rank hold DISV as of Q3 2023.

  • Kingsview Wealth Management reported no remaining Dimensional International Small Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 60,144 Dimensional International Small Cap Value ETF shares in Q3 2023, an estimated $1.42M.
  • Kingsview Wealth Management first reported a position in Dimensional International Small Cap Value ETF in Q2 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's Dimensional International Small Cap Value ETF position peaked at $1.42M in Q2 2023.
  • 185 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.