RWM
Ruedi 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 | $1.96M | Sell |
65,540
-16,958
| -21% | -$506K | 0.58% | 23 |
|
|
2025
Q1 | $2.13M | Buy |
82,498
+640
| +0.8% | +$16.5K | 0.67% | 20 |
|
|
2024
Q4 | $2.01M | Buy |
81,858
+12,843
| +19% | +$315K | 0.63% | 20 |
|
|
2024
Q3 | $1.85M | Buy |
69,015
+8,601
| +14% | +$231K | 0.64% | 20 |
|
|
2024
Q2 | $1.49M | Buy |
60,414
+15,848
| +36% | +$390K | 0.59% | 20 |
|
|
2024
Q1 | $1.12M | Buy |
44,566
+5,288
| +13% | +$133K | 0.47% | 21 |
|
|
2023
Q4 | $949K | Buy |
39,278
+6,835
| +21% | +$165K | 0.45% | 22 |
|
|
2023
Q3 | $712K | Buy |
32,443
+5,026
| +18% | +$110K | 0.41% | 22 |
|
|
2023
Q2 | $626K | Buy |
27,417
+5,274
| +24% | +$120K | 0.37% | 22 |
|
|
2023
Q1 | $509K | Buy |
22,143
+230
| +1% | +$5.29K | 0.33% | 23 |
|
|
2022
Q4 | $471K | Buy |
+21,913
| New | +$471K | 0.33% | 24 |
|