Waverly Advisors, LLC
Position in DFIS — Dimensional International Small Cap ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in DFIS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFIS | $4,584,608 | 136,163 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 DFIS | $4,140,195 | 125,689 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 DFIS | $6,478,266 | 204,814 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 DFIS | $5,752,585 | 192,781 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 DFIS | $5,560,147 | 215,176 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 DFIS | $4,562,613 | 185,812 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 DFIS | $3,299,446 | 122,976 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DFIS | $2,378,223 | 96,558 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 DFIS | $1,885,238 | 75,229 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 DFIS | $504,959 | 20,892 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||