Kaufman Rossin Wealth, LLC DISV Holdings History
Kaufman Rossin Wealth, LLC's Dimensional International Small Cap Value ETF Holding Summary
As of 2025-06-30, Kaufman Rossin Wealth, LLC held 136,966.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $4.51 Mil. This investment constitutes 2.85% of their stock portfolio, and Kaufman Rossin Wealth, LLC now holds 0.14% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2024Q4. And since then Kaufman Rossin Wealth, LLC has made 2 purchases of DISV, at an average price of $27.56, for a total of 136,966.00 shares. Based on historical transaction data and DISV's current price of $32.99, Kaufman Rossin Wealth, LLC's estimated gain on his DISV holdings is $743,545.67, reflecting a 19.70% gain to date.
Kaufman Rossin Wealth, LLC DISV ($32.99) Holding Chart
Kaufman Rossin Wealth, 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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