Diversified Portfolios Inc’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Sell
8,564
-470
-5% -$19.5K 0.03% 134
2025
Q1
$354K Sell
9,034
-2,306
-20% -$90.3K 0.04% 118
2024
Q4
$467K Buy
+11,340
New +$467K 0.05% 111