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
2024 Q4 ADDED 200,600 +25,255 +14.4% 3.80% $5.3M $25.78
2024 Q3 REDUCED 175,345 -620 -0.4% 3.61% $5.1M $28.02
2024 Q2 ADDED 175,965 +1,445 +0.8% 3.99% $4.7M $25.84
2024 Q1 ADDED 174,520 +14,525 +9.1% 3.87% $4.7M $25.69
2023 Q4 REDUCED 159,995 -10,375 -6.1% 3.76% $4.1M $24.35
2023 Q3 ADDED 170,370 +4,530 +2.7% 3.98% $4.1M $22.30
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% of Fund (quarterly)    DISV price (monthly, adj. close)
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