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

Keebeck 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
Q1 		– Sell
-24,410
Closed -$590K – 280
2023
Q4 		$590K Buy
+24,410
New +$543K 0.1% 161

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EAM
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Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Keebeck Wealth Management's DFIS Position: Q1 2024 in Review

Keebeck Wealth Management sold out of Dimensional International Small Cap ETF (DFIS) in Q1 2024, closing a stake of 24,410 shares — an estimated $590K sold.

Keebeck Wealth Management first reported a position in DFIS in Q4 2023 and held it in 1 quarter. The position peaked at $590K in Q4 2023. 165 funds tracked by Wall St. Rank hold DFIS as of Q1 2024.

  • Keebeck Wealth Management reported no remaining Dimensional International Small Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Keebeck Wealth Management sold 24,410 Dimensional International Small Cap ETF shares in Q1 2024, an estimated $590K.
  • Keebeck Wealth Management first reported a position in Dimensional International Small Cap ETF in Q4 2023 and held it in 1 quarter.
  • Keebeck Wealth Management's Dimensional International Small Cap ETF position peaked at $590K in Q4 2023.
  • 165 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2024.

Based on Keebeck Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.