Marcum Wealth’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
Q1 | $3.48M | Buy |
134,710
+10,124
| +8% | +$262K | 0.3% | 39 |
|
|
2024
Q4 | $3.06M | Buy |
124,586
+7,122
| +6% | +$175K | 0.27% | 46 |
|
|
2024
Q3 | $3.15M | Buy |
117,464
+4,244
| +4% | +$114K | 0.29% | 38 |
|
|
2024
Q2 | $2.79M | Buy |
113,220
+5,227
| +5% | +$129K | 0.28% | 42 |
|
|
2024
Q1 | $2.71M | Buy |
107,993
+12,171
| +13% | +$305K | 0.27% | 37 |
|
|
2023
Q4 | $2.32M | Buy |
95,822
+6,330
| +7% | +$153K | 0.25% | 41 |
|
|
2023
Q3 | $1.96M | Buy |
89,492
+8,065
| +10% | +$177K | 0.24% | 42 |
|
|
2023
Q2 | $1.86M | Buy |
81,427
+15,220
| +23% | +$347K | 0.22% | 48 |
|
|
2023
Q1 | $1.52M | Buy |
+66,207
| New | +$1.52M | 0.19% | 63 |
|