Clearstead Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

Clearstead Advisors’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 Q3	$8.73K	Buy	+241	New	+$8.8K	﹤0.01%	2017

Other funds holding DFIS

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Clearstead Advisors's DFIS Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Dimensional International Small Cap ETF (DFIS) in Q3 2026: 241 shares worth $8.73K. The stake represents ﹤0.01% of the portfolio and ranks #2017 among its holdings.

223 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

Clearstead Advisors held 241 shares of Dimensional International Small Cap ETF worth $8.73K as of Q3 2026.
Dimensional International Small Cap ETF was a new Clearstead Advisors position in Q3 2026.
Dimensional International Small Cap ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2017 holding.
223 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.