WFA
Websterrogers Financial Advisors’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 | $7.63M | Buy |
255,733
+2,038
| +0.8% | +$60.8K | 2.43% | 16 |
|
|
2025
Q1 | $6.56M | Sell |
253,695
-18,958
| -7% | -$490K | 2.24% | 18 |
|
|
2024
Q4 | $6.7M | Sell |
272,653
-6,422
| -2% | -$158K | 2.33% | 15 |
|
|
2024
Q3 | $7.49M | Buy |
279,075
+482
| +0.2% | +$12.9K | 2.62% | 14 |
|
|
2024
Q2 | $6.86M | Buy |
278,593
+7,155
| +3% | +$176K | 2.44% | 14 |
|
|
2024
Q1 | $6.8M | Buy |
271,438
+57,461
| +27% | +$1.44M | 2.42% | 14 |
|
|
2023
Q4 | $5.17M | Buy |
213,977
+7,031
| +3% | +$170K | 2.16% | 20 |
|
|
2023
Q3 | $4.54M | Buy |
206,946
+18,704
| +10% | +$410K | 2% | 18 |
|
|
2023
Q2 | $4.3M | Buy |
188,242
+12,746
| +7% | +$291K | 1.87% | 19 |
|
|
2023
Q1 | $4.03M | Buy |
175,496
+16,768
| +11% | +$385K | 1.86% | 19 |
|
|
2022
Q4 | $3.41M | Buy |
+158,728
| New | +$3.41M | 1.65% | 18 |
|