Shotwell Rutter Baer Inc DISV Holdings History
Shotwell Rutter Baer Inc's Dimensional International Small Cap Value ETF Holding Summary
As of 2025-03-31, Shotwell Rutter Baer Inc held 235,368.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $6.22 Mil. This investment constitutes 5.48% of their stock portfolio, and Shotwell Rutter Baer Inc now holds 0.27% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2023Q4. And since then Shotwell Rutter Baer Inc has made 5 purchases of DISV, at an average price of $24.29, for a total of 235,368.00 shares. Based on historical transaction data and DISV's current price of $32.58, Shotwell Rutter Baer Inc's estimated gain on his DISV holdings is $1.95 Mil, reflecting a 34.14% gain to date.
Shotwell Rutter Baer Inc DISV ($32.58) Holding Chart
Shotwell Rutter Baer Inc DISV ($32.58) 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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