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Relaxing Retirement Coach’s Dimensional International Small Cap ETF DFIS Stock Holding History

Relaxing Retirement Coach’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
2023
Q2 		$1.17M Buy
51,150
+3,086
+6% +$71.1K 0.35% 35
2023
Q1 		$1.1M Buy
48,064
+3,149
+7% +$71.9K 0.37% 36
2022
Q4 		$966K Buy
44,915
+2,509
+6% +$51.4K 0.36% 36
2022
Q3 		$783K Buy
42,406
+22,494
+113% +$470K 0.37% 33
2022
Q2 		$415K Buy
+19,912
New +$456K 0.21% 39

Other funds holding DFIS

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Relaxing Retirement Coach's DFIS Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Dimensional International Small Cap ETF (DFIS) stake by 6.4% in Q2 2023, buying an estimated $71.1K and bringing the position to 51,150 shares worth $1.17M. The position accounts for 0.35% of the portfolio, ranked #35.

Relaxing Retirement Coach first reported a position in DFIS in Q2 2022 and has held it in 5 quarters since. 120 funds tracked by Wall St. Rank hold DFIS as of Q2 2023.

  • Relaxing Retirement Coach held 51,150 shares of Dimensional International Small Cap ETF worth $1.17M as of Q2 2023.
  • Relaxing Retirement Coach bought 3,086 Dimensional International Small Cap ETF shares in Q2 2023, an estimated $71.1K.
  • Dimensional International Small Cap ETF made up 0.35% of Relaxing Retirement Coach's portfolio in Q2 2023, its #35 holding.
  • Relaxing Retirement Coach first reported a position in Dimensional International Small Cap ETF in Q2 2022 and has held it in 5 quarters since.
  • 120 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.