WP
Wealthspan Partners’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 | $425K | Buy |
14,248
+527
| +4% | +$15.7K | 0.18% | 76 |
|
2025
Q1 | $355K | Sell |
13,721
-1,411
| -9% | -$36.5K | 0.16% | 82 |
|
2024
Q4 | $372K | Sell |
15,132
-9,310
| -38% | -$229K | 0.18% | 78 |
|
2024
Q3 | $656K | Sell |
24,442
-8,585
| -26% | -$230K | 0.32% | 55 |
|
2024
Q2 | $813K | Buy |
33,027
+2,324
| +8% | +$57.2K | 0.45% | 41 |
|
2024
Q1 | $769K | Buy |
30,703
+3,424
| +13% | +$85.8K | 0.45% | 39 |
|
2023
Q4 | $659K | Buy |
27,279
+2,736
| +11% | +$66.1K | 0.46% | 36 |
|
2023
Q3 | $538K | Buy |
24,543
+8,591
| +54% | +$188K | 0.43% | 41 |
|
2023
Q2 | $364K | Buy |
+15,952
| New | +$364K | 0.29% | 56 |
|