Mills Wealth Advisors’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 | $4.62M | Buy |
140,262
+8,928
| +7% | +$294K | 2.12% | 9 |
|
|
2025
Q1 | $3.82M | Buy |
131,334
+11,951
| +10% | +$348K | 2.03% | 14 |
|
|
2024
Q4 | $3.17M | Buy |
119,383
+6,385
| +6% | +$170K | 1.8% | 13 |
|
|
2024
Q3 | $3.28M | Buy |
112,998
+5,095
| +5% | +$148K | 2.26% | 13 |
|
|
2024
Q2 | $2.9M | Buy |
107,903
+10,426
| +11% | +$281K | 2.07% | 14 |
|
|
2024
Q1 | $2.65M | Buy |
97,477
+4,851
| +5% | +$132K | 1.95% | 14 |
|
|
2023
Q4 | $2.39M | Buy |
92,626
+2,856
| +3% | +$73.6K | 1.82% | 13 |
|
|
2023
Q3 | $2.13M | Buy |
89,770
+3,528
| +4% | +$83.9K | 1.71% | 15 |
|
|
2023
Q2 | $2.04M | Buy |
86,242
+16,549
| +24% | +$391K | 1.55% | 14 |
|
|
2023
Q1 | $1.66M | Buy |
69,693
+38,133
| +121% | +$908K | 1.34% | 17 |
|
|
2022
Q4 | $701K | Buy |
+31,560
| New | +$701K | 0.63% | 29 |
|