DWM
Dopkins Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Sell |
23,487
-710
| -3% | -$21.2K | 0.31% | 48 |
|
|
2025
Q1 | $625K | Buy |
24,197
+424
| +2% | +$11K | 0.32% | 48 |
|
|
2024
Q4 | $584K | Buy |
+23,773
| New | +$584K | 0.3% | 52 |
|
|
2024
Q3 | – | Sell |
-21,931
| Closed | -$540K | – | 73 |
|
|
2024
Q2 | $540K | Buy |
21,931
+3,077
| +16% | +$75.8K | 0.33% | 44 |
|
|
2024
Q1 | $472K | Buy |
18,854
+5,707
| +43% | +$143K | 0.28% | 46 |
|
|
2023
Q4 | $318K | Buy |
+13,147
| New | +$318K | 0.25% | 37 |
|