SWA
ShankerValleau 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 | $4.22M | Sell |
128,323
-8,601
| -6% | -$283K | 1.2% | 14 |
|
|
2025
Q1 | $3.99M | Buy |
136,924
+3,839
| +3% | +$112K | 1.29% | 14 |
|
|
2024
Q4 | $3.54M | Buy |
133,085
+26,128
| +24% | +$694K | 1.14% | 15 |
|
|
2024
Q3 | $3.11M | Buy |
106,957
+8,427
| +9% | +$245K | 1.06% | 12 |
|
|
2024
Q2 | $2.65M | Sell |
98,530
-307
| -0.3% | -$8.26K | 1.13% | 12 |
|
|
2024
Q1 | $2.69M | Buy |
98,837
+2,958
| +3% | +$80.4K | 1.24% | 12 |
|
|
2023
Q4 | $2.47M | Buy |
95,879
+16,373
| +21% | +$422K | 1.26% | 11 |
|
|
2023
Q3 | $1.89M | Buy |
79,506
+10,725
| +16% | +$255K | 1.06% | 11 |
|
|
2023
Q2 | $1.63M | Buy |
68,781
+6,097
| +10% | +$144K | 0.89% | 11 |
|
|
2023
Q1 | $1.49M | Buy |
62,684
+1,620
| +3% | +$38.6K | 0.87% | 12 |
|
|
2022
Q4 | $1.36M | Buy |
+61,064
| New | +$1.36M | 0.84% | 13 |
|