Modera Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Hold |
22,761
| – | – | 0.01% | 389 |
|
|
2025
Q1 | $588K | Buy |
22,761
+487
| +2% | +$12.6K | 0.01% | 401 |
|
|
2024
Q4 | $547K | Sell |
22,274
-49,200
| -69% | -$1.21M | 0.01% | 416 |
|
|
2024
Q3 | $1.92M | Buy |
71,474
+10,204
| +17% | +$274K | 0.02% | 237 |
|
|
2024
Q2 | $1.51M | Buy |
61,270
+6,801
| +12% | +$168K | 0.02% | 252 |
|
|
2024
Q1 | $1.36M | Buy |
54,469
+173
| +0.3% | +$4.34K | 0.02% | 264 |
|
|
2023
Q4 | $1.31M | Hold |
54,296
| – | – | 0.02% | 264 |
|
|
2023
Q3 | $1.19M | Sell |
54,296
-5,065
| -9% | -$111K | 0.02% | 262 |
|
|
2023
Q2 | $1.35M | Sell |
59,361
-105
| -0.2% | -$2.4K | 0.02% | 260 |
|
|
2023
Q1 | $1.37M | Hold |
59,466
| – | – | 0.05% | 126 |
|
|
2022
Q4 | $1.28M | Buy |
+59,466
| New | +$1.28M | 0.05% | 131 |
|