RRC
DISV icon

Relaxing Retirement Coach’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Relaxing Retirement Coach’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
2023
Q2 		$1.51M Buy
63,734
+8,362
+15% +$201K 0.45% 25
2023
Q1 		$1.32M Buy
55,372
+32,893
+146% +$780K 0.44% 27
2022
Q4 		$499K Buy
+22,479
New +$469K 0.18% 45

Other funds holding DISV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Relaxing Retirement Coach's DISV Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Dimensional International Small Cap Value ETF (DISV) stake by 15% in Q2 2023, buying an estimated $201K and bringing the position to 63,734 shares worth $1.51M. The position accounts for 0.45% of the portfolio, ranked #25.

Relaxing Retirement Coach first reported a position in DISV in Q4 2022 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold DISV as of Q2 2023.

  • Relaxing Retirement Coach held 63,734 shares of Dimensional International Small Cap Value ETF worth $1.51M as of Q2 2023.
  • Relaxing Retirement Coach bought 8,362 Dimensional International Small Cap Value ETF shares in Q2 2023, an estimated $201K.
  • Dimensional International Small Cap Value ETF made up 0.45% of Relaxing Retirement Coach's portfolio in Q2 2023, its #25 holding.
  • Relaxing Retirement Coach first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.