SHFA
SC&H Financial 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 | $444K | Hold |
13,497
| – | – | 0.08% | 92 |
|
2025
Q1 | $393K | Hold |
13,497
| – | – | 0.08% | 102 |
|
2024
Q4 | $359K | Hold |
13,497
| – | – | 0.07% | 105 |
|
2024
Q3 | $392K | Sell |
13,497
-83
| -0.6% | -$2.41K | 0.09% | 102 |
|
2024
Q2 | $365K | Buy |
13,580
+33
| +0.2% | +$888 | 0.09% | 105 |
|
2024
Q1 | $368K | Sell |
13,547
-376
| -3% | -$10.2K | 0.1% | 102 |
|
2023
Q4 | $359K | Buy |
13,923
+14
| +0.1% | +$361 | 0.1% | 103 |
|
2023
Q3 | $331K | Buy |
13,909
+13
| +0.1% | +$309 | 0.11% | 108 |
|
2023
Q2 | $329K | Buy |
13,896
+26
| +0.2% | +$615 | 0.11% | 108 |
|
2023
Q1 | $330K | Buy |
13,870
+4
| +0% | +$95 | 0.12% | 105 |
|
2022
Q4 | $308K | Sell |
13,866
-182
| -1% | -$4.04K | 0.13% | 108 |
|
2022
Q3 | $261K | Sell |
14,048
-15,136
| -52% | -$281K | 0.13% | 112 |
|
2022
Q2 | $614K | Buy |
+29,184
| New | +$614K | 0.29% | 71 |
|