WFAG
Wescott Financial Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+6,448
| New | +$212K | 0.02% | 167 |
|
|
2024
Q3 | – | Sell |
-10,349
| Closed | -$278K | – | 171 |
|
|
2024
Q2 | $278K | Sell |
10,349
-2,927
| -22% | -$78.7K | 0.03% | 144 |
|
|
2024
Q1 | $361K | Sell |
13,276
-597
| -4% | -$16.2K | 0.04% | 124 |
|
|
2023
Q4 | $358K | Buy |
13,873
+60
| +0.4% | +$1.55K | 0.05% | 124 |
|
|
2023
Q3 | $328K | Buy |
13,813
+57
| +0.4% | +$1.36K | 0.06% | 124 |
|
|
2023
Q2 | $325K | Buy |
13,756
+115
| +0.8% | +$2.72K | 0.06% | 129 |
|
|
2023
Q1 | $325K | Buy |
13,641
+18
| +0.1% | +$428 | 0.07% | 123 |
|
|
2022
Q4 | $303K | Sell |
13,623
-6,343
| -32% | -$141K | 0.07% | 124 |
|
|
2022
Q3 | $371K | Buy |
19,966
+3,956
| +25% | +$73.5K | 0.1% | 99 |
|
|
2022
Q2 | $337K | Buy |
+16,010
| New | +$337K | 0.09% | 101 |
|