Liberty 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 | $5.31M | Sell |
161,349
-25,964
| -14% | -$855K | 0.83% | 31 |
|
|
2025
Q1 | $5.45M | Buy |
187,313
+378
| +0.2% | +$11K | 1.04% | 29 |
|
|
2024
Q4 | $4.96M | Buy |
186,935
+4,219
| +2% | +$112K | 0.83% | 32 |
|
|
2024
Q3 | $5.31M | Sell |
182,716
-116,975
| -39% | -$3.4M | 0.9% | 28 |
|
|
2024
Q2 | $4.77M | Buy |
299,691
+122,475
| +69% | +$1.95M | 0.87% | 32 |
|
|
2024
Q1 | $4.82M | Buy |
177,216
+183
| +0.1% | +$4.98K | 0.94% | 28 |
|
|
2023
Q4 | $4.57M | Buy |
177,033
+221
| +0.1% | +$5.7K | 0.98% | 26 |
|
|
2023
Q3 | $4.21M | Buy |
176,812
+570
| +0.3% | +$13.6K | 1.05% | 26 |
|
|
2023
Q2 | $4.17M | Sell |
176,242
-21,189
| -11% | -$501K | 1.03% | 26 |
|
|
2023
Q1 | $4.69M | Buy |
+197,431
| New | +$4.69M | 0.97% | 29 |
|
|
2022
Q3 | $4.73M | Buy |
254,925
+221,024
| +652% | +$4.1M | 1.26% | 18 |
|
|
2022
Q2 | $713K | Buy |
33,901
+772
| +2% | +$16.2K | 0.29% | 59 |
|
|
2022
Q1 | $808K | Buy |
+33,129
| New | +$808K | 0.29% | 57 |
|