BHWM
Beaird Harris Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $28.2K | Hold |
1,090
| – | – | ﹤0.01% | 277 |
|
|
2024
Q4 | $26.8K | Hold |
1,090
| – | – | ﹤0.01% | 286 |
|
|
2024
Q3 | $29.2K | Hold |
1,090
| – | – | ﹤0.01% | 269 |
|
|
2024
Q2 | $26.8K | Hold |
1,090
| – | – | ﹤0.01% | 276 |
|
|
2024
Q1 | $27.3K | Hold |
1,090
| – | – | ﹤0.01% | 250 |
|
|
2023
Q4 | $26.3K | Sell |
1,090
-2,400
| -69% | -$58K | ﹤0.01% | 240 |
|
|
2023
Q3 | $76.6K | Buy |
3,490
+2,400
| +220% | +$52.7K | 0.01% | 138 |
|
|
2023
Q2 | $24.9K | Hold |
1,090
| – | – | ﹤0.01% | 216 |
|
|
2023
Q1 | $25.1K | Hold |
1,090
| – | – | ﹤0.01% | 213 |
|
|
2022
Q4 | $23.4K | Sell |
1,090
-2,180
| -67% | -$46.9K | ﹤0.01% | 237 |
|
|
2022
Q3 | $60K | Buy |
+3,270
| New | +$60K | 0.01% | 152 |
|