Schwarz Dygos Wheeler Investment Advisors’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
Q2 | $2.07M | Sell |
62,979
-425
| -0.7% | -$14K | 0.47% | 47 |
|
|
2025
Q1 | $1.85M | Buy |
63,404
+2,819
| +5% | +$82.1K | 0.44% | 48 |
|
|
2024
Q4 | $1.61M | Buy |
60,585
+7
| +0% | +$186 | 0.4% | 51 |
|
|
2024
Q3 | $1.76M | Buy |
60,578
+9,345
| +18% | +$272K | 0.44% | 50 |
|
|
2024
Q2 | $1.38M | Buy |
51,233
+269
| +0.5% | +$7.24K | 0.37% | 51 |
|
|
2024
Q1 | $1.39M | Buy |
50,964
+9,132
| +22% | +$248K | 0.39% | 51 |
|
|
2023
Q4 | $1.08M | Buy |
41,832
+12,997
| +45% | +$335K | 0.33% | 54 |
|
|
2023
Q3 | $686K | Buy |
28,835
+4,200
| +17% | +$99.9K | 0.23% | 67 |
|
|
2023
Q2 | $583K | Buy |
24,635
+9,487
| +63% | +$224K | 0.19% | 76 |
|
|
2023
Q1 | $361K | Buy |
+15,148
| New | +$361K | 0.13% | 97 |
|