SFG
Steward Financial Group’s Dimensional International Small Cap Value ETF DISV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.98M | Buy |
293,709
+5,379
| +2% | +$128K | 2.22% | 8 |
|
|
2023
Q2 | $6.82M | Buy |
288,330
+20,514
| +8% | +$485K | 2.18% | 8 |
|
|
2023
Q1 | $6.38M | Buy |
267,816
+32,484
| +14% | +$773K | 2.12% | 8 |
|
|
2022
Q4 | $5.23M | Buy |
235,332
+123,246
| +110% | +$2.74M | 2.61% | 10 |
|
|
2022
Q3 | $2.08M | Buy |
112,086
+60,960
| +119% | +$1.13M | 1.54% | 9 |
|
|
2022
Q2 | $1.08M | Buy |
+51,126
| New | +$1.08M | 0.89% | 9 |
|