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

Curio Wealth’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	–	Sell	-127	Closed	-$4.27K	–	350
2026 Q1	$4.27K	Sell	127 -1	-0.8%	-$35	﹤0.01%	272
2025 Q4	$4.24K	Buy	+128	New	+$4.08K	﹤0.01%	307

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Curio Wealth's DFIS Position: Q2 2026 in Review

Curio Wealth sold out of Dimensional International Small Cap ETF (DFIS) in Q2 2026, closing a stake of 127 shares — an estimated $4.27K sold.

Curio Wealth first reported a position in DFIS in Q4 2025 and held it in 2 quarters. The position peaked at $4.27K in Q1 2026. 362 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Curio Wealth reported no remaining Dimensional International Small Cap ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 127 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $4.27K.
Curio Wealth first reported a position in Dimensional International Small Cap ETF in Q4 2025 and held it in 2 quarters.
Curio Wealth's Dimensional International Small Cap ETF position peaked at $4.27K in Q1 2026.
362 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.