IAG Wealth Partners’s Dimensional International Small Cap ETF DFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
85,935
-13,657
| -14% | -$408K | 0.34% | 46 |
|
|
2025
Q1 | $2.57M | Buy |
99,592
+5,464
| +6% | +$141K | 0.4% | 42 |
|
|
2024
Q4 | $2.31M | Buy |
94,128
+9,418
| +11% | +$231K | 0.41% | 40 |
|
|
2024
Q3 | $2.27M | Buy |
84,710
+7,407
| +10% | +$199K | 0.42% | 37 |
|
|
2024
Q2 | $1.9M | Buy |
77,303
+10,196
| +15% | +$251K | 0.38% | 38 |
|
|
2024
Q1 | $1.68M | Buy |
67,107
+7,344
| +12% | +$184K | 0.36% | 40 |
|
|
2023
Q4 | $1.44M | Buy |
59,763
+38,551
| +182% | +$932K | 0.33% | 43 |
|
|
2023
Q3 | $465K | Buy |
21,212
+10,196
| +93% | +$224K | 0.13% | 53 |
|
|
2023
Q2 | $251K | Buy |
+11,016
| New | +$251K | 0.07% | 72 |
|