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Apella Capital’s Dimensional International Small Cap ETF DFIS Stock Holding History

Apella Capital’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 		$11M Buy
307,644
+159,618
+108% +$5.83M 0.14% 118
2026
Q2 		$5.25M Buy
148,026
+3,520
+2% +$126K 0.07% 161
2026
Q1 		$5.26M Buy
+144,506
New +$5.03M 0.08% 159

Other funds holding DFIS

CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Apella Capital's DFIS Position: Q3 2026 in Review

Apella Capital increased its Dimensional International Small Cap ETF (DFIS) stake by 108% in Q3 2026, buying an estimated $5.83M and bringing the position to 307,644 shares worth $11M. The position accounts for 0.14% of the portfolio, ranked #118.

Apella Capital first reported a position in DFIS in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

  • Apella Capital held 307,644 shares of Dimensional International Small Cap ETF worth $11M as of Q3 2026.
  • Apella Capital bought 159,618 Dimensional International Small Cap ETF shares in Q3 2026, an estimated $5.83M.
  • Dimensional International Small Cap ETF made up 0.14% of Apella Capital's portfolio in Q3 2026, its #118 holding.
  • Apella Capital first reported a position in Dimensional International Small Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.