Arcadia Wealth Management (New Hampshire)’s Dimensional International Small Cap ETF DFIS Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	$1.08M	Sell	30,854 -5,291	-15%	-$189K	0.34%	41
2026 Q1	$1.22M	Sell	36,145 -1,889	-5%	-$65.8K	0.44%	38
2025 Q4	$1.25M	Sell	38,034 -962	-2%	-$30.6K	0.47%	37
2025 Q3	$1.23M	Sell	38,996 -1,766	-4%	-$54.3K	0.49%	38
2025 Q2	$1.22M	Buy	40,762 +4,081	+11%	+$113K	0.53%	33
2025 Q1	$948K	Buy	36,681 +506	+1%	+$12.9K	0.47%	36
2024 Q4	$888K	Buy	36,175 +16,298	+82%	+$414K	0.45%	34
2024 Q3	$533K	Buy	19,877 +601	+3%	+$15.4K	0.28%	42
2024 Q2	$475K	Buy	+19,276	New	+$483K	0.27%	46

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Arcadia Wealth Management (New Hampshire)'s DFIS Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) reduced its Dimensional International Small Cap ETF (DFIS) stake by 15% in Q2 2026, selling an estimated $189K and leaving 30,854 shares worth $1.08M. The position accounts for 0.34% of the portfolio, ranked #41.

Arcadia Wealth Management (New Hampshire) first reported a position in DFIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.25M in Q4 2025. 360 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Arcadia Wealth Management (New Hampshire) held 30,854 shares of Dimensional International Small Cap ETF worth $1.08M as of Q2 2026.
Arcadia Wealth Management (New Hampshire) sold 5,291 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $189K.
Dimensional International Small Cap ETF made up 0.34% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #41 holding.
Arcadia Wealth Management (New Hampshire) first reported a position in Dimensional International Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
Arcadia Wealth Management (New Hampshire)'s Dimensional International Small Cap ETF position peaked at $1.25M in Q4 2025.
360 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.