Retirement Guys Formula’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
Q1 | – | Sell |
-31,226
| Closed | -$830K | – | 146 |
|
|
2024
Q4 | $830K | Sell |
31,226
-4,365
| -12% | -$116K | 0.42% | 72 |
|
|
2024
Q3 | $1.03M | Buy |
35,591
+378
| +1% | +$11K | 0.48% | 64 |
|
|
2024
Q2 | $947K | Sell |
35,213
-3,251
| -8% | -$87.5K | 0.45% | 66 |
|
|
2024
Q1 | $1.05M | Sell |
38,464
-1,035
| -3% | -$28.1K | 0.51% | 63 |
|
|
2023
Q4 | $1.02M | Buy |
39,499
+9,472
| +32% | +$244K | 0.55% | 52 |
|
|
2023
Q3 | $714K | Sell |
30,027
-1,989
| -6% | -$47.3K | 0.5% | 61 |
|
|
2023
Q2 | $757K | Buy |
32,016
+2,202
| +7% | +$52.1K | 0.44% | 49 |
|
|
2023
Q1 | $710K | Buy |
29,814
+554
| +2% | +$13.2K | 0.51% | 43 |
|
|
2022
Q4 | $650K | Buy |
+29,260
| New | +$650K | 0.53% | 39 |
|