IWS
Integrity Wealth Solutions’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 | $4M | Buy |
134,103
+3,827
| +3% | +$114K | 1.95% | 15 |
|
2025
Q1 | $3.37M | Buy |
130,276
+5,712
| +5% | +$148K | 1.82% | 19 |
|
2024
Q4 | $3.06M | Sell |
124,564
-56
| -0% | -$1.38K | 1.71% | 18 |
|
2024
Q3 | $3.34M | Buy |
124,620
+21,639
| +21% | +$581K | 1.95% | 16 |
|
2024
Q2 | $2.54M | Buy |
102,981
+14,446
| +16% | +$356K | 1.65% | 20 |
|
2024
Q1 | $2.22M | Buy |
88,535
+10,008
| +13% | +$251K | 1.45% | 26 |
|
2023
Q4 | $1.9M | Buy |
+78,527
| New | +$1.9M | 1.31% | 28 |
|