DISV DFA International Small Cap Value/Dimensional ETF Trust

Ownership history in LAM GROUP, INC.  ·  13 quarters on record

This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in DFA International Small Cap Value/Dimensional ETF Trust (DISV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.14% (2025 Q2)
Avg. % of fund
3.88%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 181,650 -3,390 -1.8% 3.95% $6.9M $38.00
2025 Q3 REDUCED 185,040 -3,260 -1.7% 4.09% $6.6M $35.46
2025 Q2 REDUCED 188,300 -3,240 -1.7% 4.14% $6.2M $32.54
2025 Q1 REDUCED 191,540 -9,060 -4.5% 4.10% $5.6M $28.28
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DISV price (monthly, adj. close)
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