Angeles Wealth Management
DFIS icon

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

Angeles 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
Q3 		$57.4K Hold
1,585
– – ﹤0.01% 533
2026
Q2 		$55.5K Sell
1,585
-1
-0.1% -$36 ﹤0.01% 562
2026
Q1 		$53.4K Buy
1,586
+1,089
+219% +$37.9K ﹤0.01% 466
2025
Q4 		$16.4K Buy
+497
New +$15.8K ﹤0.01% 446

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Park Avenue Securities
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Root Financial Partners
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Vise Technologies
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Evanson Financial
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Angeles Wealth Management's DFIS Position: Q3 2026 in Review

Angeles Wealth Management held its Dimensional International Small Cap ETF (DFIS) position steady in Q3 2026 at 1,585 shares worth $57.4K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Angeles Wealth Management first reported a position in DFIS in Q4 2025 and has held it in 4 quarters since. 242 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

  • Angeles Wealth Management held 1,585 shares of Dimensional International Small Cap ETF worth $57.4K as of Q3 2026.
  • Angeles Wealth Management left its Dimensional International Small Cap ETF share count unchanged in Q3 2026.
  • Dimensional International Small Cap ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q3 2026, its #533 holding.
  • Angeles Wealth Management first reported a position in Dimensional International Small Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 242 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.