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Crossmark Global Holdings’s Dimensional International Small Cap ETF DFIS Stock Holding History

Crossmark Global Holdings’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
Q4 		– Sell
-22,890
Closed -$724K – 1248
2025
Q3 		$724K Sell
22,890
-1,472
-6% -$45.2K 0.01% 742
2025
Q2 		$724K Sell
24,362
-4,421
-15% -$122K 0.01% 730
2025
Q1 		$740K Buy
+28,783
New +$736K 0.01% 710

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Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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 $12.8B AUM 19.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Crossmark Global Holdings's DFIS Position: Q4 2025 in Review

Crossmark Global Holdings sold out of Dimensional International Small Cap ETF (DFIS) in Q4 2025, closing a stake of 22,890 shares — an estimated $724K sold.

Crossmark Global Holdings first reported a position in DFIS in Q1 2025 and held it in 3 quarters. The position peaked at $740K in Q1 2025. 325 funds tracked by Wall St. Rank hold DFIS as of Q4 2025.

  • Crossmark Global Holdings reported no remaining Dimensional International Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 22,890 Dimensional International Small Cap ETF shares in Q4 2025, an estimated $724K.
  • Crossmark Global Holdings first reported a position in Dimensional International Small Cap ETF in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's Dimensional International Small Cap ETF position peaked at $740K in Q1 2025.
  • 325 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.