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Beacon Pointe Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

Beacon Pointe Advisors’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 		$9.83M Buy
291,808
+1,679
+0.6% +$58.5K 0.05% 322
2025
Q4 		$9.56M Buy
290,129
+7,238
+3% +$230K 0.07% 267
2025
Q3 		$8.95M Buy
282,891
+26,959
+11% +$828K 0.08% 246
2025
Q2 		$7.64M Sell
255,932
-1,937
-0.8% -$53.6K 0.08% 220
2025
Q1 		$6.66M Buy
257,869
+7,593
+3% +$194K 0.07% 240
2024
Q4 		$6.15M Buy
250,276
+3,941
+2% +$100K 0.07% 236
2024
Q3 		$6.61M Buy
246,335
+3,729
+2% +$95.6K 0.08% 231
2024
Q2 		$5.98M Buy
242,606
+1,998
+0.8% +$50K 0.07% 242
2024
Q1 		$6.03M Buy
240,608
+8,263
+4% +$199K 0.07% 250
2023
Q4 		$5.62M Sell
232,345
-1,126
-0.5% -$25K 0.07% 252
2023
Q3 		$5.12M Buy
233,471
+36,814
+19% +$845K 0.06% 258
2023
Q2 		$4.49M Buy
196,657
+35,625
+22% +$821K 0.07% 224
2023
Q1 		$3.7M Buy
161,032
+47,903
+42% +$1.09M 0.06% 268
2022
Q4 		$2.43M Buy
113,129
+40,787
+56% +$836K 0.05% 319
2022
Q3 		$1.34M Buy
72,342
+48,622
+205% +$1.01M 0.03% 404
2022
Q2 		$495K Buy
+23,720
New +$543K 0.01% 651

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
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

Beacon Pointe Advisors's DFIS Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Dimensional International Small Cap ETF (DFIS) stake by 0.58% in Q1 2026, buying an estimated $58.5K and bringing the position to 291,808 shares worth $9.83M. The position accounts for 0.05% of the portfolio, ranked #322.

Beacon Pointe Advisors first reported a position in DFIS in Q2 2022 and has held it in 16 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Beacon Pointe Advisors held 291,808 shares of Dimensional International Small Cap ETF worth $9.83M as of Q1 2026.
  • Beacon Pointe Advisors bought 1,679 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $58.5K.
  • Dimensional International Small Cap ETF made up 0.05% of Beacon Pointe Advisors's portfolio in Q1 2026, its #322 holding.
  • Beacon Pointe Advisors first reported a position in Dimensional International Small Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.