4WM
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49 Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

49 Wealth Management’s Portfolio DFIS Stock Details DFIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-56,203
Closed -$1.4M – 163
2024
Q1 		$1.4M Buy
56,203
+14,253
+34% +$356K 0.3% 32
2023
Q4 		$1.01M Buy
+41,950
New +$1.01M 0.26% 35