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

Clearstead Trust’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	$2.5K	Buy	+69	New	+$2.52K	﹤0.01%	906

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

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

Clearstead Trust's DFIS Position: Q3 2026 in Review

Clearstead Trust opened a new position in Dimensional International Small Cap ETF (DFIS) in Q3 2026: 69 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #906 among its holdings.

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

Clearstead Trust held 69 shares of Dimensional International Small Cap ETF worth $2.5K as of Q3 2026.
Dimensional International Small Cap ETF was a new Clearstead Trust position in Q3 2026.
Dimensional International Small Cap ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q3 2026, its #906 holding.
329 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

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