PWM
PBMares 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 | $3.6M | Buy |
120,637
+17,386
| +17% | +$519K | 0.66% | 26 |
|
|
2025
Q1 | $2.67M | Buy |
103,251
+21,339
| +26% | +$551K | 0.53% | 29 |
|
|
2024
Q4 | $2.01M | Buy |
81,912
+27,732
| +51% | +$681K | 0.41% | 37 |
|
|
2024
Q3 | $1.45M | Buy |
54,180
+7,622
| +16% | +$204K | 0.3% | 47 |
|
|
2024
Q2 | $1.15M | Buy |
46,558
+5,235
| +13% | +$129K | 0.28% | 59 |
|
|
2024
Q1 | $1.04M | Buy |
41,323
+9,148
| +28% | +$229K | 0.27% | 59 |
|
|
2023
Q4 | $778K | Buy |
32,175
+21,850
| +212% | +$528K | 0.23% | 70 |
|
|
2023
Q3 | $227K | Buy |
10,325
+432
| +4% | +$9.48K | 0.08% | 149 |
|
|
2023
Q2 | $226K | Sell |
9,893
-1,097
| -10% | -$25K | 0.08% | 156 |
|
|
2023
Q1 | $253K | Buy |
10,990
+175
| +2% | +$4.02K | 0.09% | 146 |
|
|
2022
Q4 | $233K | Buy |
+10,815
| New | +$233K | 0.09% | 142 |
|