SWA
Sax Wealth Advisors’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 | $585K | Sell |
19,599
-2,997
| -13% | -$89.4K | 0.04% | 233 |
|
|
2025
Q1 | $584K | Buy |
22,596
+2
| +0% | +$52 | 0.04% | 197 |
|
|
2024
Q4 | $555K | Sell |
22,594
-2,768
| -11% | -$68K | 0.04% | 185 |
|
|
2024
Q3 | $680K | Sell |
25,362
-1,373
| -5% | -$36.8K | 0.06% | 127 |
|
|
2024
Q2 | $658K | Sell |
26,735
-8,136
| -23% | -$200K | 0.06% | 119 |
|
|
2024
Q1 | $874K | Sell |
34,871
-1,547
| -4% | -$38.8K | 0.1% | 78 |
|
|
2023
Q4 | $880K | Buy |
36,418
+23,078
| +173% | +$558K | 0.14% | 80 |
|
|
2023
Q3 | $293K | Buy |
13,340
+4,069
| +44% | +$89.3K | 0.06% | 139 |
|
|
2023
Q2 | $212K | Buy |
+9,271
| New | +$212K | 0.04% | 162 |
|