CI
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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
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

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

CX Institutional's DFIS Position: Q2 2026 in Review

CX Institutional opened a new position in Dimensional International Small Cap ETF (DFIS) in Q2 2026: 8,910 shares worth $312K. The stake represents 0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: CX Institutional previously reported a position in DFIS as recently as Q1 2025.

CX Institutional first reported a position in DFIS in Q1 2025 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • CX Institutional held 8,910 shares of Dimensional International Small Cap ETF worth $312K as of Q2 2026.
  • Dimensional International Small Cap ETF was a new CX Institutional position in Q2 2026.
  • Dimensional International Small Cap ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #613 holding.
  • CX Institutional first reported a position in Dimensional International Small Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.