Carson Wealth (CWM LLC)’s Dimensional International Small Cap ETF DFIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
7,708
| – | – | ﹤0.01% | 2051 |
|
|
2025
Q1 | $199K | Sell |
7,708
-1,243
| -14% | -$32.1K | ﹤0.01% | 1920 |
|
|
2024
Q4 | $220K | Hold |
8,951
| – | – | ﹤0.01% | 1766 |
|
|
2024
Q3 | $240K | Hold |
8,951
| – | – | ﹤0.01% | 1659 |
|
|
2024
Q2 | $220K | Buy |
8,951
+7,708
| +620% | +$189K | ﹤0.01% | 1537 |
|
|
2024
Q1 | $31K | Hold |
1,243
| – | – | ﹤0.01% | 2611 |
|
|
2023
Q4 | $30K | Buy |
+1,243
| New | +$30K | ﹤0.01% | 2505 |
|