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

Mission Wealth Management’s Portfolio DISV Stock Details DISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$726K Buy
22,056
+674
+3% +$22.2K 0.02% 374
2025
Q1 		$623K Hold
21,382
– – 0.02% 379
2024
Q4 		$568K Buy
+21,382
New +$568K 0.01% 382