EverSource Wealth Advisors’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 | $102K | Sell |
3,420
-3,137
| -48% | -$93.6K | ﹤0.01% | 1186 |
|
|
2025
Q1 | $169K | Sell |
6,557
-21,813
| -77% | -$564K | 0.01% | 717 |
|
|
2024
Q4 | $697K | Buy |
28,370
+17,768
| +168% | +$436K | 0.04% | 305 |
|
|
2024
Q3 | $284K | Sell |
10,602
-25,789
| -71% | -$692K | 0.02% | 461 |
|
|
2024
Q2 | $943K | Buy |
36,391
+10,380
| +40% | +$269K | 0.06% | 222 |
|
|
2024
Q1 | $634K | Buy |
26,011
+9,232
| +55% | +$225K | 0.05% | 235 |
|
|
2023
Q4 | $406K | Buy |
16,779
+12,562
| +298% | +$304K | 0.04% | 280 |
|
|
2023
Q3 | $92.5K | Buy |
4,217
+4,133
| +4,920% | +$90.7K | 0.01% | 591 |
|
|
2023
Q2 | $1.92K | Buy |
+84
| New | +$1.92K | ﹤0.01% | 2035 |
|