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Householder Group Estate & Retirement Specialist’s Dimensional International Small Cap ETF DFIS Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-54
Closed -$1.35K – 1225
2024
Q1 		$1.35K Buy
+54
New +$1.3K ﹤0.01% 1093

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MG
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Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SC
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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 $16B AUM 26.77% 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

Householder Group Estate & Retirement Specialist's DFIS Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Dimensional International Small Cap ETF (DFIS) in Q2 2024, closing a stake of 54 shares — an estimated $1.35K sold.

Householder Group Estate & Retirement Specialist first reported a position in DFIS in Q1 2024 and held it in 1 quarter. The position peaked at $1.35K in Q1 2024. 180 funds tracked by Wall St. Rank hold DFIS as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Dimensional International Small Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 54 Dimensional International Small Cap ETF shares in Q2 2024, an estimated $1.35K.
  • Householder Group Estate & Retirement Specialist first reported a position in Dimensional International Small Cap ETF in Q1 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Dimensional International Small Cap ETF position peaked at $1.35K in Q1 2024.
  • 180 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.