NWM
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Navigoe Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

Navigoe Wealth Management’s Portfolio DFIS Stock Details DFIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.59M Sell
86,928
-25,384
-23% -$757K 1.96% 16
2025
Q1 		$2.9M Sell
112,312
-14,609
-12% -$377K 2.51% 14
2024
Q4 		$3.12M Buy
+126,921
New +$3.12M 3.04% 9