CWM
Cahill 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 | $583K | Sell |
22,570
-162
| -0.7% | -$4.19K | 0.3% | 35 |
|
|
2024
Q4 | $558K | Buy |
22,732
+36
| +0.2% | +$884 | 0.28% | 35 |
|
|
2024
Q3 | $609K | Buy |
22,696
+16
| +0.1% | +$429 | 0.31% | 36 |
|
|
2024
Q2 | $559K | Buy |
22,680
+60
| +0.3% | +$1.48K | 0.33% | 32 |
|
|
2024
Q1 | $567K | Sell |
22,620
-7
| -0% | -$175 | 0.33% | 34 |
|
|
2023
Q4 | $547K | Buy |
22,627
+33
| +0.1% | +$798 | 0.37% | 30 |
|
|
2023
Q3 | $496K | Buy |
22,594
+3,910
| +21% | +$85.8K | 0.38% | 31 |
|
|
2023
Q2 | $426K | Buy |
18,684
+156
| +0.8% | +$3.56K | 0.29% | 36 |
|
|
2023
Q1 | $426K | Buy |
18,528
+1,008
| +6% | +$23.2K | 0.31% | 34 |
|
|
2022
Q4 | $410K | Buy |
+17,520
| New | +$410K | 0.3% | 37 |
|