SWA
Sax Wealth Advisors’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 | $4.09M | Buy |
124,406
+10,939
| +10% | +$360K | 0.25% | 62 |
|
|
2025
Q1 | $3.3M | Buy |
113,467
+3,770
| +3% | +$110K | 0.24% | 61 |
|
|
2024
Q4 | $2.91M | Buy |
109,697
+67,075
| +157% | +$1.78M | 0.23% | 56 |
|
|
2024
Q3 | $1.24M | Buy |
42,622
+5,067
| +13% | +$147K | 0.11% | 77 |
|
|
2024
Q2 | $1.01M | Buy |
37,555
+10,751
| +40% | +$289K | 0.1% | 87 |
|
|
2024
Q1 | $729K | Buy |
26,804
+17,015
| +174% | +$463K | 0.09% | 91 |
|
|
2023
Q4 | $252K | Buy |
+9,789
| New | +$252K | 0.04% | 161 |
|