Meritas Wealth Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.02M | Buy |
273,930
+8,434
| +3% | +$278K | 4.95% | 8 |
|
|
2025
Q1 | $7.73M | Buy |
265,496
+38,204
| +17% | +$1.11M | 4.53% | 9 |
|
|
2024
Q4 | $6.04M | Buy |
227,292
+37,945
| +20% | +$1.01M | 3.63% | 9 |
|
|
2024
Q3 | $5.5M | Buy |
189,347
+29,206
| +18% | +$849K | 3.4% | 9 |
|
|
2024
Q2 | $4.31M | Buy |
160,141
+4,606
| +3% | +$124K | 3.04% | 9 |
|
|
2024
Q1 | $4.23M | Buy |
155,535
+31,213
| +25% | +$849K | 2.94% | 9 |
|
|
2023
Q4 | $3.21M | Buy |
124,322
+25,745
| +26% | +$664K | 2.4% | 9 |
|
|
2023
Q3 | $2.34M | Buy |
98,577
+14,943
| +18% | +$355K | 1.8% | 10 |
|
|
2023
Q2 | $1.98M | Buy |
83,634
+1,308
| +2% | +$30.9K | 1.49% | 10 |
|
|
2023
Q1 | $1.96M | Sell |
82,326
-653
| -0.8% | -$15.5K | 1.54% | 10 |
|
|
2022
Q4 | $1.84M | Buy |
+82,979
| New | +$1.84M | 1.52% | 10 |
|