MGW
MB Generational Wealth’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
Q1 | $13.8M | Buy |
473,731
+4,999
| +1% | +$146K | 10.3% | 5 |
|
2024
Q4 | $12.5M | Buy |
468,732
+8,482
| +2% | +$225K | 9.14% | 5 |
|
2024
Q3 | $13.4M | Buy |
460,250
+2,176
| +0.5% | +$63.2K | 9.63% | 5 |
|
2024
Q2 | $12.3M | Sell |
458,074
-1,453
| -0.3% | -$39.1K | 9.55% | 5 |
|
2024
Q1 | $12.5M | Buy |
459,527
+51,377
| +13% | +$1.4M | 9.81% | 5 |
|
2023
Q4 | $10.5M | Buy |
+408,150
| New | +$10.5M | 9.88% | 4 |
|