Watershed Private Wealth’s Dimensional International Small Cap ETF DFIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,470
Closed -$209K 116
2024
Q2
$209K Hold
8,470
0.09% 113
2024
Q1
$212K Sell
8,470
-2,437
-22% -$61.1K 0.09% 118
2023
Q4
$264K Buy
+10,907
New +$264K 0.15% 91