Cahill Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

Cahill Wealth Management’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
2025 Q1	$583K	Sell	22,570 -162	-0.7%	-$4.14K	0.3%	35
2024 Q4	$558K	Buy	22,732 +36	+0.2%	+$915	0.28%	35
2024 Q3	$609K	Buy	22,696 +16	+0.1%	+$410	0.31%	36
2024 Q2	$559K	Buy	22,680 +60	+0.3%	+$1.5K	0.33%	32
2024 Q1	$567K	Sell	22,620 -7	-0%	-$168	0.33%	34
2023 Q4	$547K	Buy	22,627 +33	+0.1%	+$734	0.37%	30
2023 Q3	$496K	Buy	22,594 +3,910	+21%	+$89.8K	0.38%	31
2023 Q2	$426K	Buy	18,684 +156	+0.8%	+$3.6K	0.29%	36
2023 Q1	$426K	Buy	18,528 +1,008	+6%	+$23K	0.31%	34
2022 Q4	$410K	Buy	+17,520	New	+$359K	0.3%	37

Other funds holding DFIS

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

Cahill Wealth Management's DFIS Position: Q1 2025 in Review

Cahill Wealth Management reduced its Dimensional International Small Cap ETF (DFIS) stake by 0.71% in Q1 2025, selling an estimated $4.14K and leaving 22,570 shares worth $583K. The position accounts for 0.3% of the portfolio, ranked #35.

Cahill Wealth Management first reported a position in DFIS in Q4 2022 and has held it in 10 quarters since. The position peaked at $609K in Q3 2024. 244 funds tracked by Wall St. Rank hold DFIS as of Q1 2025.

Cahill Wealth Management held 22,570 shares of Dimensional International Small Cap ETF worth $583K as of Q1 2025.
Cahill Wealth Management sold 162 Dimensional International Small Cap ETF shares in Q1 2025, an estimated $4.14K.
Dimensional International Small Cap ETF made up 0.3% of Cahill Wealth Management's portfolio in Q1 2025, its #35 holding.
Cahill Wealth Management first reported a position in Dimensional International Small Cap ETF in Q4 2022 and has held it in 10 quarters since.
Cahill Wealth Management's Dimensional International Small Cap ETF position peaked at $609K in Q3 2024.
244 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.