Discipline Wealth Solutions, LLC DFIS Holdings History
Discipline Wealth Solutions, LLC's Dimensional International Small Cap ETF Holding Summary
As of 2025-06-30, Discipline Wealth Solutions, LLC held 306,157.00 shares of Dimensional International Small Cap ETF(DFIS), totaling $9.14 Mil. This investment constitutes 3.5% of their stock portfolio, and Discipline Wealth Solutions, LLC now holds 0.32% of the outstanding Dimensional International Small Cap ETF(DFIS) stock.
The initial trade took place in 2023Q4. And since then Discipline Wealth Solutions, LLC has made 6 purchases of DFIS, at an average price of $23.71, for a total of 306,157.00 shares. Based on historical transaction data and DFIS's current price of $29.71, Discipline Wealth Solutions, LLC's estimated gain on his DFIS holdings is $1.84 Mil, reflecting a 25.33% gain to date.
Discipline Wealth Solutions, LLC DFIS ($29.71) Holding Chart
Discipline Wealth Solutions, LLC DFIS ($29.71) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
