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WealthPLAN Partners’s Dimensional International Small Cap ETF DFIS Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-8
Closed -$183 – 487
2023
Q2 		$183 Buy
8
+1
+14% +$23 ﹤0.01% 1215
2023
Q1 		$161 Buy
+7
New +$160 ﹤0.01% 1282

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MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

WealthPLAN Partners's DFIS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Dimensional International Small Cap ETF (DFIS) in Q3 2023, closing a stake of 8 shares — an estimated $183 sold.

WealthPLAN Partners first reported a position in DFIS in Q1 2023 and held it in 2 quarters. The position peaked at $183 in Q2 2023. 131 funds tracked by Wall St. Rank hold DFIS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Dimensional International Small Cap ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 8 Dimensional International Small Cap ETF shares in Q3 2023, an estimated $183.
  • WealthPLAN Partners first reported a position in Dimensional International Small Cap ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Dimensional International Small Cap ETF position peaked at $183 in Q2 2023.
  • 131 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.