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Able Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

Able Wealth Management’s Portfolio DFIS Stock Details DFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-574
Closed -$13.9K – 192
2023
Q4 		$13.9K Buy
+574
New +$12.8K 0.01% 236

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Able Wealth Management's DFIS Position: Q1 2024 in Review

Able Wealth Management sold out of Dimensional International Small Cap ETF (DFIS) in Q1 2024, closing a stake of 574 shares — an estimated $13.9K sold.

Able Wealth Management first reported a position in DFIS in Q4 2023 and held it in 1 quarter. The position peaked at $13.9K in Q4 2023. 165 funds tracked by Wall St. Rank hold DFIS as of Q1 2024.

  • Able Wealth Management reported no remaining Dimensional International Small Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 574 Dimensional International Small Cap ETF shares in Q1 2024, an estimated $13.9K.
  • Able Wealth Management first reported a position in Dimensional International Small Cap ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Dimensional International Small Cap ETF position peaked at $13.9K in Q4 2023.
  • 165 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.