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Curi RMB Capital’s Dimensional International Small Cap ETF DFIS Stock Holding History

Curi RMB Capital’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
Q1 		$327K Hold
9,714
– – 0.01% 705
2025
Q4 		$320K Hold
9,714
– – 0.01% 736
2025
Q3 		$307K Buy
+9,714
New +$298K 0.01% 597

Other funds holding DFIS

Jones Financial Companies
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MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Curi RMB Capital's DFIS Position: Q1 2026 in Review

Curi RMB Capital held its Dimensional International Small Cap ETF (DFIS) position steady in Q1 2026 at 9,714 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #705.

Curi RMB Capital first reported a position in DFIS in Q3 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Curi RMB Capital held 9,714 shares of Dimensional International Small Cap ETF worth $327K as of Q1 2026.
  • Curi RMB Capital left its Dimensional International Small Cap ETF share count unchanged in Q1 2026.
  • Dimensional International Small Cap ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #705 holding.
  • Curi RMB Capital first reported a position in Dimensional International Small Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.