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Financial Gravity Asset Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

Financial Gravity Asset Management’s Portfolio DFIS Stock Details DFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$26.7K Buy
+1,084
New +$27.1K 0.01% 347

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MG
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Financial Gravity Asset Management's DFIS Position: Q2 2024 in Review

Financial Gravity Asset Management opened a new position in Dimensional International Small Cap ETF (DFIS) in Q2 2024: 1,084 shares worth $26.7K. The stake represents 0.01% of the portfolio and ranks #347 among its holdings.

180 funds tracked by Wall St. Rank hold DFIS as of Q2 2024.

  • Financial Gravity Asset Management held 1,084 shares of Dimensional International Small Cap ETF worth $26.7K as of Q2 2024.
  • Dimensional International Small Cap ETF was a new Financial Gravity Asset Management position in Q2 2024.
  • Dimensional International Small Cap ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #347 holding.
  • 180 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.