DWS
Discipline Wealth Solutions’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
18,554
+14,953
| +415% | +$1.25M | 0.59% | 29 |
|
|
2025
Q1 | $269K | Sell |
3,601
-1,406
| -28% | -$105K | 0.13% | 67 |
|
|
2024
Q4 | $345K | Buy |
5,007
+47
| +0.9% | +$3.24K | 0.16% | 62 |
|
|
2024
Q3 | $372K | Sell |
4,960
-333
| -6% | -$25K | 0.2% | 51 |
|
|
2024
Q2 | $370K | Buy |
+5,293
| New | +$370K | 0.29% | 22 |
|