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

Aspire 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
Q3 		$1.23M Buy
45,803
+9,225
+25% +$237K 0.66% 33
2024
Q2 		$901K Buy
36,578
+5,236
+17% +$131K 0.52% 41
2024
Q1 		$785K Buy
+31,342
New +$753K 0.47% 40

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Aspire Wealth Management's DFIS Position: Q3 2024 in Review

Aspire Wealth Management increased its Dimensional International Small Cap ETF (DFIS) stake by 25% in Q3 2024, buying an estimated $237K and bringing the position to 45,803 shares worth $1.23M. The position accounts for 0.66% of the portfolio, ranked #33.

Aspire Wealth Management first reported a position in DFIS in Q1 2024 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold DFIS as of Q3 2024.

  • Aspire Wealth Management held 45,803 shares of Dimensional International Small Cap ETF worth $1.23M as of Q3 2024.
  • Aspire Wealth Management bought 9,225 Dimensional International Small Cap ETF shares in Q3 2024, an estimated $237K.
  • Dimensional International Small Cap ETF made up 0.66% of Aspire Wealth Management's portfolio in Q3 2024, its #33 holding.
  • Aspire Wealth Management first reported a position in Dimensional International Small Cap ETF in Q1 2024 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.