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CVA Family Office’s Dimensional International Small Cap ETF DFIS Stock Holding History

CVA Family Office’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
Q1 		– Sell
-3,800
Closed -$91.8K – 1063
2023
Q4 		$91.8K Buy
+3,800
New +$84.5K 0.02% 346
2023
Q3 		– Sell
-3,800
Closed -$86.7K – 407
2023
Q2 		$86.7K Hold
3,800
– – 0.02% 333
2023
Q1 		$87.4K Hold
3,800
– – 0.02% 331
2022
Q4 		$81.7K Hold
3,800
– – 0.02% 311
2022
Q3 		$70K Buy
+3,800
New +$79.3K 0.02% 296

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CVA Family Office's DFIS Position: Q1 2024 in Review

CVA Family Office sold out of Dimensional International Small Cap ETF (DFIS) in Q1 2024, closing a stake of 3,800 shares — an estimated $91.8K sold.

CVA Family Office first reported a position in DFIS in Q3 2022 and held it in 5 quarters. The position peaked at $91.8K in Q4 2023. 165 funds tracked by Wall St. Rank hold DFIS as of Q1 2024.

  • CVA Family Office reported no remaining Dimensional International Small Cap ETF position as of Q1 2024 after selling out during the quarter.
  • CVA Family Office sold 3,800 Dimensional International Small Cap ETF shares in Q1 2024, an estimated $91.8K.
  • CVA Family Office first reported a position in Dimensional International Small Cap ETF in Q3 2022 and held it in 5 quarters.
  • CVA Family Office's Dimensional International Small Cap ETF position peaked at $91.8K in Q4 2023.
  • 165 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2024.

Based on CVA Family Office's 13F filing for Q1 2024, filed 10 Apr 2024.