MJRIC
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Mogy Joel R Investment Counsel’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio DISV Stock Details DISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-747
Closed -$19.8K – 109
2024
Q4 		$19.8K Buy
+747
New +$20.5K ﹤0.01% 110

Other funds holding DISV

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mogy Joel R Investment Counsel's DISV Position: Q1 2025 in Review

Mogy Joel R Investment Counsel sold out of Dimensional International Small Cap Value ETF (DISV) in Q1 2025, closing a stake of 747 shares — an estimated $19.8K sold.

Mogy Joel R Investment Counsel first reported a position in DISV in Q4 2024 and held it in 1 quarter. The position peaked at $19.8K in Q4 2024. 326 funds tracked by Wall St. Rank hold DISV as of Q1 2025.

  • Mogy Joel R Investment Counsel reported no remaining Dimensional International Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 747 Dimensional International Small Cap Value ETF shares in Q1 2025, an estimated $19.8K.
  • Mogy Joel R Investment Counsel first reported a position in Dimensional International Small Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Mogy Joel R Investment Counsel's Dimensional International Small Cap Value ETF position peaked at $19.8K in Q4 2024.
  • 326 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2025.

Based on Mogy Joel R Investment Counsel's 13F filing for Q1 2025, filed 16 Apr 2025.