Elwood & Goetz Wealth Advisory Group’s Dimensional International Small Cap ETF DFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $904K | Sell |
30,311
-1,146
| -4% | -$34.2K | 0.2% | 38 |
|
|
2025
Q1 | $813K | Sell |
31,457
-3,013
| -9% | -$77.9K | 0.2% | 34 |
|
|
2024
Q4 | $846K | Buy |
34,470
+5,546
| +19% | +$136K | 0.21% | 35 |
|
|
2024
Q3 | $776K | Buy |
28,924
+5,249
| +22% | +$141K | 0.19% | 37 |
|
|
2024
Q2 | $583K | Buy |
23,675
+1,636
| +7% | +$40.3K | 0.17% | 40 |
|
|
2024
Q1 | $552K | Buy |
22,039
+437
| +2% | +$11K | 0.13% | 47 |
|
|
2023
Q4 | $522K | Buy |
21,602
+1,377
| +7% | +$33.3K | 0.11% | 47 |
|
|
2023
Q3 | $444K | Sell |
20,225
-1,165
| -5% | -$25.6K | 0.1% | 51 |
|
|
2023
Q2 | $488K | Buy |
21,390
+7,159
| +50% | +$163K | 0.11% | 42 |
|
|
2023
Q1 | $327K | Buy |
14,231
+232
| +2% | +$5.33K | 0.08% | 49 |
|
|
2022
Q4 | $301K | Buy |
+13,999
| New | +$301K | 0.09% | 49 |
|