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Andrews Lucia Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

Andrews Lucia Wealth Management’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
Q1 		$734K Buy
21,797
+734
+3% +$25.6K 0.44% 21
2025
Q4 		$694K Sell
21,063
-310
-1% -$9.87K 0.41% 21
2025
Q3 		$676K Buy
21,373
+9
+0% +$276 0.41% 21
2025
Q2 		$638K Buy
21,364
+4,722
+28% +$131K 0.41% 20
2025
Q1 		$409K Buy
16,642
+1,365
+9% +$34.9K 0.27% 21
2024
Q4 		$410K Buy
15,277
+1
+0% +$25 0.27% 23
2024
Q3 		$376K Buy
15,276
+170
+1% +$4.36K 0.27% 22
2024
Q2 		$379K Hold
15,106
– – 0.26% 22
2024
Q1 		$379K Sell
15,106
-675
-4% -$16.2K 0.27% 21
2023
Q4 		$381K Buy
15,781
+427
+3% +$9.5K 0.29% 21
2023
Q3 		$337K Hold
15,354
– – 0.29% 22
2023
Q2 		$350K Buy
15,354
+300
+2% +$6.91K 0.29% 21
2023
Q1 		$346K Hold
15,054
– – 0.31% 22
2022
Q4 		$324K Sell
15,054
-12,355
-45% -$253K 0.3% 22
2022
Q3 		$507K Buy
+27,409
New +$572K 0.53% 19

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Andrews Lucia Wealth Management's DFIS Position: Q1 2026 in Review

Andrews Lucia Wealth Management increased its Dimensional International Small Cap ETF (DFIS) stake by 3.5% in Q1 2026, buying an estimated $25.6K and bringing the position to 21,797 shares worth $734K. The position accounts for 0.44% of the portfolio, ranked #21.

Andrews Lucia Wealth Management first reported a position in DFIS in Q3 2022 and has held it in 15 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Andrews Lucia Wealth Management held 21,797 shares of Dimensional International Small Cap ETF worth $734K as of Q1 2026.
  • Andrews Lucia Wealth Management bought 734 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $25.6K.
  • Dimensional International Small Cap ETF made up 0.44% of Andrews Lucia Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Andrews Lucia Wealth Management first reported a position in Dimensional International Small Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.