EWA
Elevate Wealth Advisory’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 | $303K | Sell |
10,139
-993
| -9% | -$29.6K | 0.22% | 59 |
|
|
2025
Q1 | $288K | Buy |
11,132
+2
| +0% | +$52 | 0.2% | 60 |
|
|
2024
Q4 | $273K | Buy |
11,130
+5,679
| +104% | +$139K | 0.2% | 57 |
|
|
2024
Q3 | $146K | Buy |
5,451
+4
| +0.1% | +$107 | 0.11% | 75 |
|
|
2024
Q2 | $134K | Buy |
5,447
+17
| +0.3% | +$419 | 0.11% | 68 |
|
|
2024
Q1 | $136K | Buy |
5,430
+1
| +0% | +$25 | 0.12% | 62 |
|
|
2023
Q4 | $131K | Buy |
+5,429
| New | +$131K | 0.12% | 64 |
|