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

Avior 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 Q2	$3.78M	Buy	107,988 +3,533	+3%	+$126K	0.1%	176
2026 Q1	$3.52M	Buy	104,455 +2,984	+3%	+$104K	0.1%	175
2025 Q4	$3.34M	Buy	101,471 +1,895	+2%	+$60.3K	0.1%	148
2025 Q3	$3.15M	Buy	99,576 +29,879	+43%	+$918K	0.1%	147
2025 Q2	$2.08M	Buy	69,697 +888	+1%	+$24.6K	0.07%	180
2025 Q1	$1.78M	Buy	68,809 +2,338	+4%	+$59.8K	0.07%	190
2024 Q4	$1.63M	Buy	66,471 +3,144	+5%	+$79.9K	0.06%	204
2024 Q3	$1.7M	Buy	63,327 +3,251	+5%	+$83.4K	0.07%	186
2024 Q2	$1.48M	Buy	60,076 +6,156	+11%	+$154K	0.06%	200
2024 Q1	$1.35M	Buy	53,920 +18,364	+52%	+$441K	0.06%	227
2023 Q4	$859K	Buy	35,556 +6,147	+21%	+$137K	0.05%	235
2023 Q3	$645K	Buy	29,409 +10,425	+55%	+$239K	0.04%	269
2023 Q2	$433K	Buy	18,984 +3,247	+21%	+$74.8K	0.03%	378
2023 Q1	$362K	Buy	15,737 +4,001	+34%	+$91.4K	0.02%	422
2022 Q4	$252K	Buy	11,736 +4,666	+66%	+$95.6K	0.02%	432
2022 Q3	$130K	Buy	7,070 +6,438	+1,019%	+$134K	0.01%	501
2022 Q2	$13K	Buy	+632	New	+$14.5K	﹤0.01%	728

Other funds holding DFIS

MMI

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Avior Wealth Management's DFIS Position: Q2 2026 in Review

Avior Wealth Management increased its Dimensional International Small Cap ETF (DFIS) stake by 3.4% in Q2 2026, buying an estimated $126K and bringing the position to 107,988 shares worth $3.78M. The position accounts for 0.1% of the portfolio, ranked #176.

Avior Wealth Management first reported a position in DFIS in Q2 2022 and has held it in 17 quarters since. 69 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Avior Wealth Management held 107,988 shares of Dimensional International Small Cap ETF worth $3.78M as of Q2 2026.
Avior Wealth Management bought 3,533 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $126K.
Dimensional International Small Cap ETF made up 0.1% of Avior Wealth Management's portfolio in Q2 2026, its #176 holding.
Avior Wealth Management first reported a position in Dimensional International Small Cap ETF in Q2 2022 and has held it in 17 quarters since.
69 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.