SWM
Sterling 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 | $2.47M | Buy |
+82,871
| New | +$2.47M | 0.84% | 26 |
|
|
2024
Q4 | $1.31M | Buy |
53,421
+7,217
| +16% | +$177K | 0.48% | 32 |
|
|
2024
Q3 | $1.24M | Buy |
46,204
+23,187
| +101% | +$622K | 0.46% | 38 |
|
|
2024
Q2 | $567K | Buy |
23,017
+8,057
| +54% | +$198K | 0.27% | 51 |
|
|
2024
Q1 | $375K | Buy |
14,960
+5,489
| +58% | +$138K | 0.19% | 65 |
|
|
2023
Q4 | $229K | Buy |
+9,471
| New | +$229K | 0.13% | 84 |
|