RWM
Ruedi Wealth Management’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 | $3.71M | Sell |
112,826
-22,420
| -17% | -$738K | 1.1% | 18 |
|
|
2025
Q1 | $3.94M | Buy |
135,246
+3,621
| +3% | +$105K | 1.23% | 18 |
|
|
2024
Q4 | $3.5M | Buy |
131,625
+16,427
| +14% | +$436K | 1.1% | 18 |
|
|
2024
Q3 | $3.35M | Buy |
115,198
+9,484
| +9% | +$276K | 1.15% | 18 |
|
|
2024
Q2 | $2.84M | Buy |
105,714
+19,877
| +23% | +$535K | 1.12% | 17 |
|
|
2024
Q1 | $2.33M | Buy |
85,837
+9,629
| +13% | +$262K | 0.98% | 18 |
|
|
2023
Q4 | $1.97M | Buy |
76,208
+15,636
| +26% | +$403K | 0.93% | 17 |
|
|
2023
Q3 | $1.44M | Buy |
60,572
+5,000
| +9% | +$119K | 0.83% | 17 |
|
|
2023
Q2 | $1.31M | Buy |
55,572
+1,845
| +3% | +$43.6K | 0.77% | 17 |
|
|
2023
Q1 | $1.28M | Buy |
53,727
+1,145
| +2% | +$27.3K | 0.82% | 17 |
|
|
2022
Q4 | $1.17M | Buy |
+52,582
| New | +$1.17M | 0.82% | 17 |
|