MWM
DISV icon

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

Mattern Wealth Management’s Portfolio DISV Stock Details DISV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-73,926
Closed -$2.15M – 172
2024
Q3 		$2.15M Buy
73,926
+27,429
+59% +$797K 0.47% 50
2024
Q2 		$1.25M Buy
+46,497
New +$1.25M 0.3% 69