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U.S. Capital Wealth Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

U.S. Capital Wealth 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
-9,671
Closed -$212K – 671
2023
Q3 		$212K Hold
9,671
– – 0.01% 587
2023
Q2 		$221K Hold
9,671
– – 0.01% 607
2023
Q1 		$222K Sell
9,671
-679
-7% -$15.5K 0.01% 589
2022
Q4 		$223K Buy
+10,350
New +$212K 0.01% 583

Other funds holding DFIS

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
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

U.S. Capital Wealth Advisors's DFIS Position: Q4 2023 in Review

U.S. Capital Wealth Advisors sold out of Dimensional International Small Cap ETF (DFIS) in Q4 2023, closing a stake of 9,671 shares — an estimated $212K sold.

U.S. Capital Wealth Advisors first reported a position in DFIS in Q4 2022 and held it in 4 quarters. The position peaked at $223K in Q4 2022. 159 funds tracked by Wall St. Rank hold DFIS as of Q4 2023.

  • U.S. Capital Wealth Advisors reported no remaining Dimensional International Small Cap ETF position as of Q4 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 9,671 Dimensional International Small Cap ETF shares in Q4 2023, an estimated $212K.
  • U.S. Capital Wealth Advisors first reported a position in Dimensional International Small Cap ETF in Q4 2022 and held it in 4 quarters.
  • U.S. Capital Wealth Advisors's Dimensional International Small Cap ETF position peaked at $223K in Q4 2022.
  • 159 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q4 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.