SWM
Seaside 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 | $12.2M | Buy |
371,377
+6,712
| +2% | +$221K | 3.89% | 5 |
|
|
2025
Q1 | $10.6M | Buy |
364,665
+16,926
| +5% | +$493K | 3.79% | 7 |
|
|
2024
Q4 | $9.24M | Buy |
347,739
+19,172
| +6% | +$509K | 3.38% | 7 |
|
|
2024
Q3 | $9.55M | Buy |
328,567
+12,190
| +4% | +$354K | 3.61% | 7 |
|
|
2024
Q2 | $8.51M | Buy |
316,377
+11,522
| +4% | +$310K | 3.53% | 7 |
|
|
2024
Q1 | $8.29M | Buy |
304,855
+6,277
| +2% | +$171K | 3.54% | 6 |
|
|
2023
Q4 | $7.7M | Buy |
298,578
+20,318
| +7% | +$524K | 3.52% | 7 |
|
|
2023
Q3 | $6.62M | Buy |
278,260
+15,019
| +6% | +$357K | 3.36% | 8 |
|
|
2023
Q2 | $6.23M | Buy |
+263,241
| New | +$6.23M | 3.22% | 9 |
|