SWM
Sterling 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 | $3M | Buy |
+91,246
| New | +$3M | 1.02% | 22 |
|
|
2024
Q4 | $2.07M | Buy |
77,994
+10,733
| +16% | +$285K | 0.77% | 27 |
|
|
2024
Q3 | $1.95M | Buy |
67,261
+35,668
| +113% | +$1.04M | 0.73% | 28 |
|
|
2024
Q2 | $850K | Buy |
31,593
+8,534
| +37% | +$230K | 0.4% | 37 |
|
|
2024
Q1 | $627K | Buy |
23,059
+7,653
| +50% | +$208K | 0.31% | 44 |
|
|
2023
Q4 | $397K | Buy |
+15,406
| New | +$397K | 0.22% | 59 |
|