Corient Private Wealth’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
Q2 | $99.8M | Sell |
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|
2025
Q1 | $92.8M | Sell |
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|
2024
Q4 | $93.8M | Sell |
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|
2024
Q3 | $108M | Sell |
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|
2024
Q2 | $102M | Buy |
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|
2024
Q1 | $102M | Buy |
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|
2023
Q4 | $96M | Buy |
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|
2023
Q3 | $85M | Buy |
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|
2023
Q2 | $82.6M | Buy |
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|
2023
Q1 | $77.7M | Buy |
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|
2022
Q4 | $68.6M | Buy |
|