CX Institutional’s Dimensional International Small Cap ETF DFIS Stock Holding History

CX Institutional’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 Q3	$336K	Buy	9,280 +370	+4%	+$13.5K	0.01%	589
2026 Q2	$312K	Buy	+8,910	New	+$319K	0.01%	613
2025 Q2	–	Sell	-67	Closed	-$2K	–	1219
2025 Q1	$2K	Buy	+67	New	+$1.71K	﹤0.01%	1134

Other funds holding DFIS

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return

CX Institutional's DFIS Position: Q3 2026 in Review

CX Institutional increased its Dimensional International Small Cap ETF (DFIS) stake by 4.2% in Q3 2026, buying an estimated $13.5K and bringing the position to 9,280 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #589.

CX Institutional first reported a position in DFIS in Q1 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

CX Institutional held 9,280 shares of Dimensional International Small Cap ETF worth $336K as of Q3 2026.
CX Institutional bought 370 Dimensional International Small Cap ETF shares in Q3 2026, an estimated $13.5K.
Dimensional International Small Cap ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #589 holding.
CX Institutional first reported a position in Dimensional International Small Cap ETF in Q1 2025 and has held it in 3 quarters since.
108 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.