TF
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Tompkins Financial’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Tompkins Financial’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
Q1 		– Sell
-95
Closed -$2.45K – 651
2023
Q4 		$2.45K Buy
+95
New +$2.28K ﹤0.01% 585

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Tompkins Financial's DISV Position: Q1 2024 in Review

Tompkins Financial sold out of Dimensional International Small Cap Value ETF (DISV) in Q1 2024, closing a stake of 95 shares — an estimated $2.45K sold.

Tompkins Financial first reported a position in DISV in Q4 2023 and held it in 1 quarter. The position peaked at $2.45K in Q4 2023. 236 funds tracked by Wall St. Rank hold DISV as of Q1 2024.

  • Tompkins Financial reported no remaining Dimensional International Small Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Tompkins Financial sold 95 Dimensional International Small Cap Value ETF shares in Q1 2024, an estimated $2.45K.
  • Tompkins Financial first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • Tompkins Financial's Dimensional International Small Cap Value ETF position peaked at $2.45K in Q4 2023.
  • 236 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q1 2024.

Based on Tompkins Financial's 13F filing for Q1 2024, filed 8 Apr 2024.