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

Cassady Schiller 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
2024
Q4 		$8.23K Buy
+335
New +$8.51K ﹤0.01% 360

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

Cassady Schiller Wealth Management's DFIS Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Dimensional International Small Cap ETF (DFIS) in Q4 2024: 335 shares worth $8.23K. The stake represents ﹤0.01% of the portfolio and ranks #360 among its holdings.

232 funds tracked by Wall St. Rank hold DFIS as of Q4 2024.

  • Cassady Schiller Wealth Management held 335 shares of Dimensional International Small Cap ETF worth $8.23K as of Q4 2024.
  • Dimensional International Small Cap ETF was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Dimensional International Small Cap ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #360 holding.
  • 232 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.