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Tempus Wealth Planning’s Dimensional International Small Cap ETF DFIS Stock Holding History

Tempus Wealth Planning’s Portfolio DFIS Stock Details DFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-40,306
Closed -$974K – 194
2023
Q4 		$974K Buy
+40,306
New +$897K 0.43% 69

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Tempus Wealth Planning's DFIS Position: Q1 2024 in Review

Tempus Wealth Planning sold out of Dimensional International Small Cap ETF (DFIS) in Q1 2024, closing a stake of 40,306 shares — an estimated $974K sold.

Tempus Wealth Planning first reported a position in DFIS in Q4 2023 and held it in 1 quarter. The position peaked at $974K in Q4 2023. 165 funds tracked by Wall St. Rank hold DFIS as of Q1 2024.

  • Tempus Wealth Planning reported no remaining Dimensional International Small Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Tempus Wealth Planning sold 40,306 Dimensional International Small Cap ETF shares in Q1 2024, an estimated $974K.
  • Tempus Wealth Planning first reported a position in Dimensional International Small Cap ETF in Q4 2023 and held it in 1 quarter.
  • Tempus Wealth Planning's Dimensional International Small Cap ETF position peaked at $974K in Q4 2023.
  • 165 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2024.

Based on Tempus Wealth Planning's 13F filing for Q1 2024, filed 19 Apr 2024.