FMWA
Forvis Mazars 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 | $7.22M | Sell |
242,054
-27,906
| -10% | -$833K | 0.16% | 73 |
|
2025
Q1 | $6.98M | Sell |
269,960
-72,159
| -21% | -$1.86M | 0.17% | 72 |
|
2024
Q4 | $8.4M | Sell |
342,119
-32,130
| -9% | -$789K | 0.19% | 64 |
|
2024
Q3 | $10M | Sell |
374,249
-15,170
| -4% | -$407K | 0.23% | 58 |
|
2024
Q2 | $9.59M | Sell |
389,419
-1,578
| -0.4% | -$38.9K | 0.24% | 58 |
|
2024
Q1 | $9.8M | Buy |
390,997
+7,734
| +2% | +$194K | 0.25% | 58 |
|
2023
Q4 | $9.26M | Buy |
383,263
+9,331
| +2% | +$226K | 0.26% | 59 |
|
2023
Q3 | $8.2M | Buy |
373,932
+32,444
| +10% | +$712K | 0.25% | 65 |
|
2023
Q2 | $7.79M | Buy |
341,488
+20,388
| +6% | +$465K | 0.23% | 70 |
|
2023
Q1 | $7.38M | Buy |
321,100
+27,910
| +10% | +$642K | 0.24% | 66 |
|
2022
Q4 | $6.31M | Buy |
293,190
+90,419
| +45% | +$1.94M | 0.22% | 73 |
|
2022
Q3 | $3.75M | Buy |
202,771
+135,118
| +200% | +$2.5M | 0.15% | 92 |
|
2022
Q2 | $1.41M | Buy |
+67,653
| New | +$1.41M | 0.06% | 163 |
|