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Trademark Financial Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

Trademark Financial Management’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
Q4 		– Sell
-7,862
Closed -$211K – 92
2024
Q3 		$211K Sell
7,862
-4,758
-38% -$122K 0.17% 85
2024
Q2 		$311K Buy
12,620
+360
+3% +$9.02K 0.25% 71
2024
Q1 		$307K Sell
12,260
-24,313
-66% -$584K 0.25% 67
2023
Q4 		$884K Buy
+36,573
New +$814K 0.65% 36

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

Trademark Financial Management's DFIS Position: Q4 2024 in Review

Trademark Financial Management sold out of Dimensional International Small Cap ETF (DFIS) in Q4 2024, closing a stake of 7,862 shares — an estimated $211K sold.

Trademark Financial Management first reported a position in DFIS in Q4 2023 and held it in 4 quarters. The position peaked at $884K in Q4 2023. 232 funds tracked by Wall St. Rank hold DFIS as of Q4 2024.

  • Trademark Financial Management reported no remaining Dimensional International Small Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Trademark Financial Management sold 7,862 Dimensional International Small Cap ETF shares in Q4 2024, an estimated $211K.
  • Trademark Financial Management first reported a position in Dimensional International Small Cap ETF in Q4 2023 and held it in 4 quarters.
  • Trademark Financial Management's Dimensional International Small Cap ETF position peaked at $884K in Q4 2023.
  • 232 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q4 2024.

Based on Trademark Financial Management's 13F filing for Q4 2024, filed 30 Jan 2025.