YWM
DISV icon

Yardley Wealth Management’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
$8.89M Sell
270,065
-8,396
-3% -$276K 4.86% 9
2025
Q1
$8.11M Sell
278,461
-41,582
-13% -$1.21M 4.78% 9
2024
Q4
$8.61M Buy
320,043
+58,502
+22% +$1.57M 4.18% 10
2024
Q3
$7.6M Buy
+261,541
New +$7.6M 4.51% 9