Broadway Wealth Solutions’s Dimensional International Small Cap ETF DFIS Stock Holding History

Broadway Wealth Solutions’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	$4.96M	Buy	141,525 +5,895	+4%	+$211K	2.32%	8
2026 Q1	$4.57M	Sell	135,630 -1,813	-1%	-$63.1K	2.36%	8
2025 Q4	$4.53M	Buy	137,443 +3,047	+2%	+$97K	2.42%	8
2025 Q3	$4.25M	Buy	134,396 +7,172	+6%	+$220K	2.38%	8
2025 Q2	$3.8M	Buy	127,224 +5,411	+4%	+$150K	2.36%	8
2025 Q1	$3.15M	Buy	121,813 +16,663	+16%	+$426K	2.3%	8
2024 Q4	$2.58M	Buy	+105,150	New	+$2.67M	1.96%	10

Other funds holding DFIS

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

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

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Broadway Wealth Solutions's DFIS Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Dimensional International Small Cap ETF (DFIS) stake by 4.3% in Q2 2026, buying an estimated $211K and bringing the position to 141,525 shares worth $4.96M. The position accounts for 2.32% of the portfolio, ranked #8.

Broadway Wealth Solutions first reported a position in DFIS in Q4 2024 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Broadway Wealth Solutions held 141,525 shares of Dimensional International Small Cap ETF worth $4.96M as of Q2 2026.
Broadway Wealth Solutions bought 5,895 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $211K.
Dimensional International Small Cap ETF made up 2.32% of Broadway Wealth Solutions's portfolio in Q2 2026, its #8 holding.
Broadway Wealth Solutions first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
85 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.