MFC
Morris Financial Concepts’s Dimensional International Small Cap Value ETF DISV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.62M | Buy |
79,551
+7,070
| +10% | +$233K | 1.04% | 16 |
|
2025
Q1 | $2.11M | Buy |
72,481
+3,978
| +6% | +$116K | 0.89% | 18 |
|
2024
Q4 | $1.82M | Buy |
68,503
+5,319
| +8% | +$141K | 0.78% | 20 |
|
2024
Q3 | $1.84M | Sell |
63,184
-1,104
| -2% | -$32.1K | 0.79% | 22 |
|
2024
Q2 | $1.73M | Buy |
64,288
+25,564
| +66% | +$688K | 0.83% | 21 |
|
2024
Q1 | $1.05M | Buy |
38,724
+26,210
| +209% | +$713K | 0.54% | 34 |
|
2023
Q4 | $323K | Buy |
12,514
+6,692
| +115% | +$173K | 0.18% | 70 |
|
2023
Q3 | $138K | Buy |
5,822
+2,051
| +54% | +$48.8K | 0.09% | 92 |
|
2023
Q2 | $89.2K | Buy |
3,771
+3,554
| +1,638% | +$84.1K | 0.06% | 97 |
|
2023
Q1 | $5.17K | Buy |
+217
| New | +$5.17K | ﹤0.01% | 130 |
|