Sequoia Financial 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 | $3.73M | Sell |
125,030
-9,540
| -7% | -$285K | 0.03% | 336 |
|
2025
Q1 | $3.48M | Sell |
134,570
-2,586
| -2% | -$66.8K | 0.03% | 328 |
|
2024
Q4 | $3.37M | Buy |
137,156
+5,293
| +4% | +$130K | 0.03% | 308 |
|
2024
Q3 | $3.54M | Buy |
131,863
+1,516
| +1% | +$40.7K | 0.04% | 268 |
|
2024
Q2 | $3.21M | Buy |
130,347
+7,627
| +6% | +$188K | 0.04% | 248 |
|
2024
Q1 | $3.08M | Buy |
122,720
+11,179
| +10% | +$280K | 0.04% | 263 |
|
2023
Q4 | $2.7M | Buy |
111,541
+16,830
| +18% | +$407K | 0.03% | 298 |
|
2023
Q3 | $2.08M | Buy |
94,711
+7,387
| +8% | +$162K | 0.04% | 227 |
|
2023
Q2 | $1.99M | Buy |
87,324
+6,970
| +9% | +$159K | 0.03% | 237 |
|
2023
Q1 | $1.85M | Buy |
+80,354
| New | +$1.85M | 0.04% | 226 |
|