Mercer Global Advisors
DWMC

Mercer Global Advisors’s AdvisorShares Dorsey Wright Micro-Cap ETF DWMC Stock Holding History

Mercer Global Advisors’s Portfolio DWMC Stock Details DWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,866
Closed -$286K – 2076
2023
Q2 		$286K Sell
8,866
-240
-3% -$7.4K ﹤0.01% 1543
2023
Q1 		$288K Buy
9,106
+42
+0.5% +$1.38K ﹤0.01% 1538
2022
Q4 		$296K Buy
9,064
+88
+1% +$2.81K ﹤0.01% 1510
2022
Q3 		$257K Sell
8,976
-77
-0.9% -$2.41K ﹤0.01% 1508
2022
Q2 		$271K Sell
9,053
-842
-9% -$28.6K ﹤0.01% 1474
2022
Q1 		$360K Sell
9,895
-1,150
-10% -$41K ﹤0.01% 1414
2021
Q4 		$431K Sell
11,045
-114
-1% -$4.46K ﹤0.01% 1278
2021
Q3 		$419K Sell
11,159
-500
-4% -$18.4K ﹤0.01% 1263
2021
Q2 		$442K Sell
11,659
-200
-2% -$7.24K ﹤0.01% 1206
2021
Q1 		$405K Sell
11,859
-321
-3% -$11.2K ﹤0.01% 1178
2020
Q4 		$353K Hold
12,180
– – ﹤0.01% 1003
2020
Q3 		$268K Buy
+12,180
New +$265K ﹤0.01% 1003

Other funds holding DWMC

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Mercer Global Advisors's DWMC Position: Q3 2023 in Review

Mercer Global Advisors sold out of AdvisorShares Dorsey Wright Micro-Cap ETF (DWMC) in Q3 2023, closing a stake of 8,866 shares — an estimated $286K sold.

Mercer Global Advisors first reported a position in DWMC in Q3 2020 and held it in 12 quarters. The position peaked at $442K in Q2 2021. 1 fund tracked by Wall St. Rank holds DWMC as of Q3 2023.

  • Mercer Global Advisors reported no remaining AdvisorShares Dorsey Wright Micro-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 8,866 AdvisorShares Dorsey Wright Micro-Cap ETF shares in Q3 2023, an estimated $286K.
  • Mercer Global Advisors first reported a position in AdvisorShares Dorsey Wright Micro-Cap ETF in Q3 2020 and held it in 12 quarters.
  • Mercer Global Advisors's AdvisorShares Dorsey Wright Micro-Cap ETF position peaked at $442K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held AdvisorShares Dorsey Wright Micro-Cap ETF as of Q3 2023.

Based on Mercer Global Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.