Stone Summit Wealth’s Dimensional International Small Cap ETF DFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
7,014
-1,908
| -21% | -$56.9K | 0.06% | 139 |
|
|
2025
Q1 | $231K | Sell |
8,922
-74
| -0.8% | -$1.91K | 0.08% | 139 |
|
|
2024
Q4 | $221K | Sell |
8,996
-250
| -3% | -$6.14K | 0.07% | 136 |
|
|
2024
Q3 | $248K | Sell |
9,246
-97
| -1% | -$2.6K | 0.08% | 134 |
|
|
2024
Q2 | $230K | Hold |
9,343
| – | – | 0.08% | 133 |
|
|
2024
Q1 | $234K | Sell |
9,343
-26
| -0.3% | -$652 | 0.08% | 134 |
|
|
2023
Q4 | $226K | Buy |
9,369
+119
| +1% | +$2.88K | 0.09% | 135 |
|
|
2023
Q3 | $203K | Buy |
+9,250
| New | +$203K | 0.09% | 136 |
|