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Transamerica Financial Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

Transamerica Financial Advisors’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
2023
Q4 		– Sell
-95
Closed -$3K – 633
2023
Q3 		$3K Buy
+95
New +$2.18K ﹤0.01% 367

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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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Transamerica Financial Advisors's DFIS Position: Q4 2023 in Review

Transamerica Financial Advisors sold out of Dimensional International Small Cap ETF (DFIS) in Q4 2023, closing a stake of 95 shares — an estimated $3K sold.

Transamerica Financial Advisors first reported a position in DFIS in Q3 2023 and held it in 1 quarter. The position peaked at $3K in Q3 2023. 159 funds tracked by Wall St. Rank hold DFIS as of Q4 2023.

  • Transamerica Financial Advisors reported no remaining Dimensional International Small Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Transamerica Financial Advisors sold 95 Dimensional International Small Cap ETF shares in Q4 2023, an estimated $3K.
  • Transamerica Financial Advisors first reported a position in Dimensional International Small Cap ETF in Q3 2023 and held it in 1 quarter.
  • Transamerica Financial Advisors's Dimensional International Small Cap ETF position peaked at $3K in Q3 2023.
  • 159 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q4 2023.

Based on Transamerica Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.