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

Congress 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
2025
Q2 		$1.3M Sell
43,464
-3,015
-6% -$83.4K 0.01% 643
2025
Q1 		$1.2M Buy
+46,479
New +$1.19M 0.01% 591

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MMI
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Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Congress Wealth Management's DFIS Position: Q2 2025 in Review

Congress Wealth Management reduced its Dimensional International Small Cap ETF (DFIS) stake by 6.5% in Q2 2025, selling an estimated $83.4K and leaving 43,464 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #643.

Congress Wealth Management first reported a position in DFIS in Q1 2025 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold DFIS as of Q2 2025.

  • Congress Wealth Management held 43,464 shares of Dimensional International Small Cap ETF worth $1.3M as of Q2 2025.
  • Congress Wealth Management sold 3,015 Dimensional International Small Cap ETF shares in Q2 2025, an estimated $83.4K.
  • Dimensional International Small Cap ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #643 holding.
  • Congress Wealth Management first reported a position in Dimensional International Small Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.