Sensible Money, LLC DISV Holdings History

Number of Shares
330,628.00
Current Holdings Value*
$9.63 Mil
% of Portfolio
4.13%
Total Estimate Gain
$3.34 Mil
% of Total Estimate Gain
43.93%

Sensible Money, LLC's Dimensional International Small Cap Value ETF Holding Summary

As of 2025-03-31, Sensible Money, LLC held 330,628.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $9.63 Mil. This investment constitutes 4.13% of their stock portfolio, and Sensible Money, LLC now holds 0.35% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.

The initial trade took place in 2022Q4. And since then Sensible Money, LLC has made 8 purchases of DISV, at an average price of $22.77, for a total of 333,454.00 shares. In addition, there have been 1 sales at an average price of $28.17 for 2,826.00 shares. Based on historical transaction data and DISV's current price of $32.81, Sensible Money, LLC's estimated gain on his DISV holdings is $3.34 Mil, reflecting a 43.93% gain to date.

Sensible Money, LLC DISV ($32.81) Holding Chart

Sensible Money, LLC DISV ($32.81) 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 %

Top Ranked Articles

  • 1