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ICA Group Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

ICA Group Wealth 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 		– Sell
-29
Closed -$727 – 894
2024
Q1 		$727 Hold
29
– – ﹤0.01% 1264
2023
Q4 		$701 Buy
+29
New +$645 ﹤0.01% 1268

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Jane Street
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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
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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

ICA Group Wealth Management's DFIS Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Dimensional International Small Cap ETF (DFIS) in Q2 2024, closing a stake of 29 shares — an estimated $727 sold.

ICA Group Wealth Management first reported a position in DFIS in Q4 2023 and held it in 2 quarters. The position peaked at $727 in Q1 2024. 180 funds tracked by Wall St. Rank hold DFIS as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Dimensional International Small Cap ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 29 Dimensional International Small Cap ETF shares in Q2 2024, an estimated $727.
  • ICA Group Wealth Management first reported a position in Dimensional International Small Cap ETF in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's Dimensional International Small Cap ETF position peaked at $727 in Q1 2024.
  • 180 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.