WealthShield Partners’s Dimensional International Small Cap Value ETF DISV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.2K | Buy |
1,192
+19
| +2% | +$626 | ﹤0.01% | 431 |
|
|
2025
Q1 | $34.1K | Buy |
1,173
+2
| +0.2% | +$58 | ﹤0.01% | 427 |
|
|
2024
Q4 | $31.1K | Sell |
1,171
-96
| -8% | -$2.55K | ﹤0.01% | 398 |
|
|
2024
Q3 | $36.8K | Buy |
1,267
+4
| +0.3% | +$116 | 0.01% | 398 |
|
|
2024
Q2 | $34K | Buy |
1,263
+18
| +1% | +$484 | 0.01% | 374 |
|
|
2024
Q1 | $33.9K | Sell |
1,245
-392
| -24% | -$10.7K | 0.01% | 368 |
|
|
2023
Q4 | $42.2K | Sell |
1,637
-200
| -11% | -$5.16K | 0.01% | 370 |
|
|
2023
Q3 | $43.7K | Buy |
1,837
+7
| +0.4% | +$166 | 0.01% | 377 |
|
|
2023
Q2 | $43.3K | Sell |
1,830
-38
| -2% | -$899 | 0.01% | 389 |
|
|
2023
Q1 | $44.5K | Buy |
+1,868
| New | +$44.5K | 0.01% | 384 |
|