Calton & Associates’s Dimensional International Small Cap ETF DFIS Stock Holding History

Calton & Associates’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	$219K	Buy	+6,254	New	+$224K	0.03%	389

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

Calton & Associates's DFIS Position: Q2 2026 in Review

Calton & Associates opened a new position in Dimensional International Small Cap ETF (DFIS) in Q2 2026: 6,254 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #389 among its holdings.

359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Calton & Associates held 6,254 shares of Dimensional International Small Cap ETF worth $219K as of Q2 2026.
Dimensional International Small Cap ETF was a new Calton & Associates position in Q2 2026.
Dimensional International Small Cap ETF made up 0.03% of Calton & Associates's portfolio in Q2 2026, its #389 holding.
359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.