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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
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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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

Angeles Wealth Management's DFIS Position: Q1 2026 in Review

Angeles Wealth Management increased its Dimensional International Small Cap ETF (DFIS) stake by 219% in Q1 2026, buying an estimated $37.9K and bringing the position to 1,586 shares worth $53.4K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Angeles Wealth Management first reported a position in DFIS in Q4 2025 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Angeles Wealth Management held 1,586 shares of Dimensional International Small Cap ETF worth $53.4K as of Q1 2026.
  • Angeles Wealth Management bought 1,089 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $37.9K.
  • Dimensional International Small Cap ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #466 holding.
  • Angeles Wealth Management first reported a position in Dimensional International Small Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.