PWM
Provident 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 | $1.35M | Buy |
45,144
+1,176
| +3% | +$35.1K | 0.44% | 27 |
|
|
2025
Q1 | $1.14M | Sell |
43,968
-5,834
| -12% | -$151K | 0.39% | 29 |
|
|
2024
Q4 | $1.22M | Sell |
49,802
-3,154
| -6% | -$77.4K | 0.41% | 29 |
|
|
2024
Q3 | $1.42M | Sell |
52,956
-1,379
| -3% | -$37K | 0.48% | 29 |
|
|
2024
Q2 | $1.34M | Sell |
54,335
-2,662
| -5% | -$65.6K | 0.49% | 32 |
|
|
2024
Q1 | $1.43M | Buy |
56,997
+2,484
| +5% | +$62.2K | 0.53% | 32 |
|
|
2023
Q4 | $1.32M | Sell |
54,513
-1,394
| -2% | -$33.7K | 0.58% | 31 |
|
|
2023
Q3 | $1.23M | Buy |
55,907
+3,946
| +8% | +$86.6K | 0.6% | 30 |
|
|
2023
Q2 | $1.19M | Buy |
+51,961
| New | +$1.19M | 0.58% | 29 |
|