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Bell Investment Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

Bell Investment 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
Q2 		$8.72K Sell
249
-249
-50% -$8.91K ﹤0.01% 758
2026
Q1 		$16.8K Buy
+498
New +$17.3K ﹤0.01% 497
2025
Q2 		– Sell
-2,994
Closed -$77.4K – 1911
2025
Q1 		$77.4K Hold
2,994
– – 0.01% 168
2024
Q4 		$73.5K Hold
2,994
– – 0.01% 173
2024
Q3 		$80.3K Hold
2,994
– – 0.01% 168
2024
Q2 		$73.7K Buy
+2,994
New +$75K 0.01% 173

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
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

Bell Investment Advisors's DFIS Position: Q2 2026 in Review

Bell Investment Advisors reduced its Dimensional International Small Cap ETF (DFIS) stake by 50% in Q2 2026, selling an estimated $8.91K and leaving 249 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Bell Investment Advisors first reported a position in DFIS in Q2 2024 and has held it in 6 quarters since. The position peaked at $80.3K in Q3 2024. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • Bell Investment Advisors held 249 shares of Dimensional International Small Cap ETF worth $8.72K as of Q2 2026.
  • Bell Investment Advisors sold 249 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $8.91K.
  • Dimensional International Small Cap ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #758 holding.
  • Bell Investment Advisors first reported a position in Dimensional International Small Cap ETF in Q2 2024 and has held it in 6 quarters since.
  • Bell Investment Advisors's Dimensional International Small Cap ETF position peaked at $80.3K in Q3 2024.
  • 359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.