LWM
LJI 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 | $698K | Buy |
21,215
+3,200
| +18% | +$105K | 0.12% | 68 |
|
|
2025
Q1 | $525K | Buy |
18,015
+341
| +2% | +$9.93K | 0.1% | 80 |
|
|
2024
Q4 | $470K | Buy |
17,674
+3
| +0% | +$80 | 0.09% | 94 |
|
|
2024
Q3 | $514K | Sell |
17,671
-188
| -1% | -$5.46K | 0.1% | 102 |
|
|
2024
Q2 | $480K | Buy |
17,859
+975
| +6% | +$26.2K | 0.11% | 101 |
|
|
2024
Q1 | $459K | Buy |
16,884
+2,887
| +21% | +$78.5K | 0.12% | 85 |
|
|
2023
Q4 | $361K | Buy |
13,997
+3,946
| +39% | +$102K | 0.09% | 117 |
|
|
2023
Q3 | $239K | Sell |
10,051
-100,620
| -91% | -$2.39M | 0.07% | 144 |
|
|
2023
Q2 | $111K | Buy |
+110,671
| New | +$111K | 0.03% | 160 |
|