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Rockbridge Investment Management’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Rockbridge Investment Management’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
2022
Q3 		– Sell
-4,258
Closed -$89.6K – 233
2022
Q2 		$89.6K Buy
+4,258
New +$98.7K 0.02% 175

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CC
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HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return
CPA
Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return

Rockbridge Investment Management's DISV Position: Q3 2022 in Review

Rockbridge Investment Management sold out of Dimensional International Small Cap Value ETF (DISV) in Q3 2022, closing a stake of 4,258 shares — an estimated $89.6K sold.

Rockbridge Investment Management first reported a position in DISV in Q2 2022 and held it in 1 quarter. The position peaked at $89.6K in Q2 2022. 74 funds tracked by Wall St. Rank hold DISV as of Q3 2022.

  • Rockbridge Investment Management reported no remaining Dimensional International Small Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 4,258 Dimensional International Small Cap Value ETF shares in Q3 2022, an estimated $89.6K.
  • Rockbridge Investment Management first reported a position in Dimensional International Small Cap Value ETF in Q2 2022 and held it in 1 quarter.
  • Rockbridge Investment Management's Dimensional International Small Cap Value ETF position peaked at $89.6K in Q2 2022.
  • 74 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.