EQ WEALTH ADVISORS, LLC DISV Holdings History
EQ WEALTH ADVISORS, LLC's Dimensional International Small Cap Value ETF Holding Summary
As of 2025-03-31, EQ WEALTH ADVISORS, LLC held 164,085.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $4.78 Mil. This investment constitutes 3.81% of their stock portfolio, and EQ WEALTH ADVISORS, LLC now holds 0.18% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2024Q4. And since then EQ WEALTH ADVISORS, LLC has made 1 purchases of DISV, at an average price of $27.58, for a total of 164,085.00 shares. Based on historical transaction data and DISV's current price of $32.99, EQ WEALTH ADVISORS, LLC's estimated gain on his DISV holdings is $888,441.45, reflecting a 19.64% gain to date.
EQ WEALTH ADVISORS, LLC DISV ($32.99) Holding Chart
EQ WEALTH ADVISORS, LLC DISV ($32.99) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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