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Lee Financial’s Dimensional International Small Cap ETF DFIS Stock Holding History

Lee Financial’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
-29
Closed -$701 – 325
2023
Q4 		$701 Hold
29
– – ﹤0.01% 812
2023
Q3 		$637 Hold
29
– – ﹤0.01% 793
2023
Q2 		$662 Buy
+29
New +$668 ﹤0.01% 736

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 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 $304B AUM 35.64% 1-Year Est. Return

Lee Financial's DFIS Position: Q1 2024 in Review

Lee Financial sold out of Dimensional International Small Cap ETF (DFIS) in Q1 2024, closing a stake of 29 shares — an estimated $701 sold.

Lee Financial first reported a position in DFIS in Q2 2023 and held it in 3 quarters. The position peaked at $701 in Q4 2023. 165 funds tracked by Wall St. Rank hold DFIS as of Q1 2024.

  • Lee Financial reported no remaining Dimensional International Small Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 29 Dimensional International Small Cap ETF shares in Q1 2024, an estimated $701.
  • Lee Financial first reported a position in Dimensional International Small Cap ETF in Q2 2023 and held it in 3 quarters.
  • Lee Financial's Dimensional International Small Cap ETF position peaked at $701 in Q4 2023.
  • 165 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.