WKWM
Walter & Keenan Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,966
| Closed | -$309K | – | 154 |
|
|
2025
Q1 | $309K | Hold |
11,966
| – | – | 0.09% | 127 |
|
|
2024
Q4 | $294K | Hold |
11,966
| – | – | 0.09% | 128 |
|
|
2024
Q3 | $321K | Hold |
11,966
| – | – | 0.1% | 122 |
|
|
2024
Q2 | $295K | Buy |
+11,966
| New | +$295K | 0.09% | 124 |
|