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MilWealth Group’s Dimensional International Small Cap ETF DFIS Stock Holding History

MilWealth Group’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
2022
Q4 		– Sell
-11,893
Closed -$220K – 60
2022
Q3 		$220K Buy
+11,893
New +$248K 0.1% 22

Other funds holding DFIS

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MilWealth Group's DFIS Position: Q4 2022 in Review

MilWealth Group sold out of Dimensional International Small Cap ETF (DFIS) in Q4 2022, closing a stake of 11,893 shares — an estimated $220K sold.

MilWealth Group first reported a position in DFIS in Q3 2022 and held it in 1 quarter. The position peaked at $220K in Q3 2022. 78 funds tracked by Wall St. Rank hold DFIS as of Q4 2022.

  • MilWealth Group reported no remaining Dimensional International Small Cap ETF position as of Q4 2022 after selling out during the quarter.
  • MilWealth Group sold 11,893 Dimensional International Small Cap ETF shares in Q4 2022, an estimated $220K.
  • MilWealth Group first reported a position in Dimensional International Small Cap ETF in Q3 2022 and held it in 1 quarter.
  • MilWealth Group's Dimensional International Small Cap ETF position peaked at $220K in Q3 2022.
  • 78 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q4 2022.

Based on MilWealth Group's 13F filing for Q4 2022, filed 9 May 2023.