TC
DISV icon

Tacita Capital’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Tacita Capital’s Portfolio DISV Stock Details DISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,880
Closed -$296K – 213
2024
Q1 		$296K Hold
10,880
– – 0.21% 69
2023
Q4 		$281K Hold
10,880
– – 0.21% 71
2023
Q3 		$259K Hold
10,880
– – 0.2% 70
2023
Q2 		$257K Hold
10,880
– – 0.19% 75
2023
Q1 		$259K Hold
10,880
– – 0.2% 72
2022
Q4 		$242K Buy
+10,880
New +$227K 0.18% 77

Other funds holding DISV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Tacita Capital's DISV Position: Q2 2024 in Review

Tacita Capital sold out of Dimensional International Small Cap Value ETF (DISV) in Q2 2024, closing a stake of 10,880 shares — an estimated $296K sold.

Tacita Capital first reported a position in DISV in Q4 2022 and held it in 6 quarters. The position peaked at $296K in Q1 2024. 252 funds tracked by Wall St. Rank hold DISV as of Q2 2024.

  • Tacita Capital reported no remaining Dimensional International Small Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Tacita Capital sold 10,880 Dimensional International Small Cap Value ETF shares in Q2 2024, an estimated $296K.
  • Tacita Capital first reported a position in Dimensional International Small Cap Value ETF in Q4 2022 and held it in 6 quarters.
  • Tacita Capital's Dimensional International Small Cap Value ETF position peaked at $296K in Q1 2024.
  • 252 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2024.

Based on Tacita Capital's 13F filing for Q2 2024, filed 8 Aug 2024.