Burton Enright Welch’s Dimensional International Small Cap ETF DFIS Stock Holding History

Burton Enright Welch’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	$362K	Hold	10,332	–	–	0.04%	114
2026 Q1	$348K	Hold	10,332	–	–	0.05%	109
2025 Q4	$340K	Hold	10,332	–	–	0.05%	109
2025 Q3	$327K	Sell	10,332 -639	-6%	-$19.6K	0.05%	108
2025 Q2	$327K	Hold	10,971	–	–	0.06%	99
2025 Q1	$283K	Hold	10,971	–	–	0.06%	89
2024 Q4	$269K	Buy	10,971 +639	+6%	+$16.2K	0.06%	87
2024 Q3	$277K	Hold	10,332	–	–	0.06%	80
2024 Q2	$254K	Hold	10,332	–	–	0.06%	84
2024 Q1	$259K	Buy	+10,332	New	+$248K	0.06%	75

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Burton Enright Welch's DFIS Position: Q2 2026 in Review

Burton Enright Welch held its Dimensional International Small Cap ETF (DFIS) position steady in Q2 2026 at 10,332 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #114.

Burton Enright Welch first reported a position in DFIS in Q1 2024 and has held it in 10 quarters since. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Burton Enright Welch held 10,332 shares of Dimensional International Small Cap ETF worth $362K as of Q2 2026.
Burton Enright Welch left its Dimensional International Small Cap ETF share count unchanged in Q2 2026.
Dimensional International Small Cap ETF made up 0.04% of Burton Enright Welch's portfolio in Q2 2026, its #114 holding.
Burton Enright Welch first reported a position in Dimensional International Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.