Sequoia Financial 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 | $14.9M | Buy |
453,189
+107,262
| +31% | +$3.53M | 0.1% | 150 |
|
|
2025
Q1 | $10.1M | Buy |
345,927
+178,690
| +107% | +$5.2M | 0.08% | 189 |
|
|
2024
Q4 | $4.44M | Buy |
167,237
+7,953
| +5% | +$211K | 0.04% | 267 |
|
|
2024
Q3 | $4.63M | Buy |
159,284
+18,128
| +13% | +$527K | 0.05% | 224 |
|
|
2024
Q2 | $3.8M | Buy |
141,156
+14,263
| +11% | +$384K | 0.05% | 221 |
|
|
2024
Q1 | $3.45M | Buy |
126,893
+4,592
| +4% | +$125K | 0.04% | 243 |
|
|
2023
Q4 | $3.15M | Buy |
122,301
+6,760
| +6% | +$174K | 0.04% | 270 |
|
|
2023
Q3 | $2.75M | Buy |
115,541
+3,798
| +3% | +$90.3K | 0.05% | 198 |
|
|
2023
Q2 | $2.64M | Sell |
111,743
-5,972
| -5% | -$141K | 0.05% | 207 |
|
|
2023
Q1 | $2.8M | Buy |
117,715
+20,535
| +21% | +$489K | 0.06% | 179 |
|
|
2022
Q4 | $2.16M | Buy |
97,180
+58,796
| +153% | +$1.31M | 0.05% | 198 |
|
|
2022
Q3 | $712K | Buy |
38,384
+27,432
| +250% | +$509K | 0.02% | 244 |
|
|
2022
Q2 | $231K | Buy |
+10,952
| New | +$231K | 0.01% | 514 |
|