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Birchwood Financial Partners’s Dimensional International Small Cap ETF DFIS Stock Holding History

Birchwood Financial Partners’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 		$13.2K Buy
377
+4
+1% +$143 0.01% 261
2026
Q1 		$12.6K Hold
373
– – 0.01% 262
2025
Q4 		$12.3K Buy
+373
New +$11.9K 0.01% 264

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Envestnet Portfolio Solutions
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FCBT
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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
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PAS
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Birchwood Financial Partners's DFIS Position: Q2 2026 in Review

Birchwood Financial Partners increased its Dimensional International Small Cap ETF (DFIS) stake by 1.1% in Q2 2026, buying an estimated $143 and bringing the position to 377 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #261.

Birchwood Financial Partners first reported a position in DFIS in Q4 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • Birchwood Financial Partners held 377 shares of Dimensional International Small Cap ETF worth $13.2K as of Q2 2026.
  • Birchwood Financial Partners bought 4 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $143.
  • Dimensional International Small Cap ETF made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #261 holding.
  • Birchwood Financial Partners first reported a position in Dimensional International Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.