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Lindbrook Capital’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Lindbrook Capital’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
2024
Q3 		– Sell
-4,902
Closed -$132K – 2845
2024
Q2 		$132K Buy
4,902
+4,468
+1,029% +$123K 0.01% 454
2024
Q1 		$11.8K Hold
434
– – ﹤0.01% 1479
2023
Q4 		$11.2K Hold
434
– – ﹤0.01% 1491
2023
Q3 		$10.3K Buy
+434
New +$10.6K ﹤0.01% 1399

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 $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Lindbrook Capital's DISV Position: Q3 2024 in Review

Lindbrook Capital sold out of Dimensional International Small Cap Value ETF (DISV) in Q3 2024, closing a stake of 4,902 shares — an estimated $132K sold.

Lindbrook Capital first reported a position in DISV in Q3 2023 and held it in 4 quarters. The position peaked at $132K in Q2 2024. 262 funds tracked by Wall St. Rank hold DISV as of Q3 2024.

  • Lindbrook Capital reported no remaining Dimensional International Small Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Lindbrook Capital sold 4,902 Dimensional International Small Cap Value ETF shares in Q3 2024, an estimated $132K.
  • Lindbrook Capital first reported a position in Dimensional International Small Cap Value ETF in Q3 2023 and held it in 4 quarters.
  • Lindbrook Capital's Dimensional International Small Cap Value ETF position peaked at $132K in Q2 2024.
  • 262 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2024.

Based on Lindbrook Capital's 13F filing for Q3 2024, filed 1 Nov 2024.