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Allodium Investment Consultants’s Dimensional International Small Cap ETF DFIS Stock Holding History

Allodium Investment Consultants’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
2026
Q2 		$10.8M Buy
308,750
+9,427
+3% +$337K 4.59% 7
2026
Q1 		$10.1M Sell
299,323
-2,636
-0.9% -$91.8K 4.83% 7
2025
Q4 		$9.95M Buy
301,959
+23,511
+8% +$749K 5.04% 7
2025
Q3 		$8.81M Buy
278,448
+16,217
+6% +$498K 4.97% 7
2025
Q2 		$7.82M Buy
262,231
+10,149
+4% +$281K 4.95% 7
2025
Q1 		$6.51M Buy
252,082
+11,275
+5% +$288K 4.81% 7
2024
Q4 		$5.91M Buy
+240,807
New +$6.12M 4.94% 7

Other funds holding DFIS

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Allodium Investment Consultants's DFIS Position: Q2 2026 in Review

Allodium Investment Consultants increased its Dimensional International Small Cap ETF (DFIS) stake by 3.1% in Q2 2026, buying an estimated $337K and bringing the position to 308,750 shares worth $10.8M. The position accounts for 4.59% of the portfolio, ranked #7.

Allodium Investment Consultants first reported a position in DFIS in Q4 2024 and has held it in 7 quarters since. 268 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • Allodium Investment Consultants held 308,750 shares of Dimensional International Small Cap ETF worth $10.8M as of Q2 2026.
  • Allodium Investment Consultants bought 9,427 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $337K.
  • Dimensional International Small Cap ETF made up 4.59% of Allodium Investment Consultants's portfolio in Q2 2026, its #7 holding.
  • Allodium Investment Consultants first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 268 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.