Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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GWM
Geneos Wealth Management’s
Dimensional International Small Cap ETF
DFIS
Stock Holding History
Geneos Wealth Management’s Portfolio
DFIS Stock Details
DFIS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2025
Q2
$244K
Sell
8,163
-7,971
-
49
%
-$238K
0.01%
921
2025
Q1
$417K
Buy
16,134
+15,512
+
2,494
%
+$401K
0.01%
951
2024
Q4
$15.3K
Hold
622
–
–
﹤0.01%
1856
2024
Q3
$16.7K
Buy
622
+67
+
12
%
+$1.8K
﹤0.01%
1629
2024
Q2
$13.7K
Buy
+555
New
+$13.7K
﹤0.01%
1458
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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