Andrews Lucia Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $676K | Buy |
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|
2025
Q2 | $638K | Buy |
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|
2025
Q1 | $409K | Buy |
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|
2024
Q4 | $410K | Buy |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | $379K | Hold |
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|
2024
Q1 | $379K | Sell |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $337K | Hold |
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|
2023
Q2 | $350K | Buy |
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|
2023
Q1 | $346K | Hold |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $507K | Buy |
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