Mills Wealth Advisors
DFIS icon

Mills Wealth Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

Mills Wealth Advisors’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
2023
Q1 		– Sell
-30,094
Closed -$647K – 47
2022
Q4 		$647K Buy
+30,094
New +$617K 0.59% 33

Other funds holding DFIS

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Efficient Advisors
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Orion Portfolio Solutions
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Merriman Wealth Management
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Mills Wealth Advisors's DFIS Position: Q1 2023 in Review

Mills Wealth Advisors sold out of Dimensional International Small Cap ETF (DFIS) in Q1 2023, closing a stake of 30,094 shares — an estimated $647K sold.

Mills Wealth Advisors first reported a position in DFIS in Q4 2022 and held it in 1 quarter. The position peaked at $647K in Q4 2022. 102 funds tracked by Wall St. Rank hold DFIS as of Q1 2023.

  • Mills Wealth Advisors reported no remaining Dimensional International Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Mills Wealth Advisors sold 30,094 Dimensional International Small Cap ETF shares in Q1 2023, an estimated $647K.
  • Mills Wealth Advisors first reported a position in Dimensional International Small Cap ETF in Q4 2022 and held it in 1 quarter.
  • Mills Wealth Advisors's Dimensional International Small Cap ETF position peaked at $647K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2023.

Based on Mills Wealth Advisors's 13F filing for Q1 2023, filed 3 Jul 2024.