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

Concurrent Investment 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
Q2 		$547K Buy
+15,604
New +$559K ﹤0.01% 1354

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
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

Concurrent Investment Advisors's DFIS Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Dimensional International Small Cap ETF (DFIS) in Q2 2026: 15,604 shares worth $547K. The stake represents ﹤0.01% of the portfolio and ranks #1354 among its holdings.

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

  • Concurrent Investment Advisors held 15,604 shares of Dimensional International Small Cap ETF worth $547K as of Q2 2026.
  • Dimensional International Small Cap ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • Dimensional International Small Cap ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1354 holding.
  • 359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.