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

DiNuzzo Private 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 Q3	$1.69M	Sell	46,780 -257	-0.5%	-$9.39K	0.17%	32
2026 Q2	$1.65M	Sell	47,037 -970	-2%	-$34.7K	0.16%	32
2026 Q1	$1.62M	Sell	48,007 -131	-0.3%	-$4.56K	0.17%	31
2025 Q4	$1.59M	Sell	48,138 -3,203	-6%	-$102K	0.17%	34
2025 Q3	$1.59M	Sell	51,341 -1,025	-2%	-$31.5K	0.18%	31
2025 Q2	$1.56M	Sell	52,366 -3,332	-6%	-$92.2K	0.19%	32
2025 Q1	$1.44M	Buy	55,698 +25	+0%	+$639	0.18%	33
2024 Q4	$1.37M	Sell	55,673 -305	-0.5%	-$7.75K	0.17%	31
2024 Q3	$1.5M	Sell	55,978 -757	-1%	-$19.4K	0.19%	32
2024 Q2	$1.4M	Buy	56,735 +101	+0.2%	+$2.53K	0.19%	30
2024 Q1	$1.42M	Buy	56,634 +5,874	+12%	+$141K	0.19%	30
2023 Q4	$1.23M	Buy	+50,760	New	+$1.13M	0.17%	29

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

Park Avenue Securities New York $16.4B AUM 18.52% 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

DiNuzzo Private Wealth's DFIS Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Dimensional International Small Cap ETF (DFIS) stake by 0.55% in Q3 2026, selling an estimated $9.39K and leaving 46,780 shares worth $1.69M. The position accounts for 0.17% of the portfolio, ranked #32.

DiNuzzo Private Wealth first reported a position in DFIS in Q4 2023 and has held it in 12 quarters since. 126 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

DiNuzzo Private Wealth held 46,780 shares of Dimensional International Small Cap ETF worth $1.69M as of Q3 2026.
DiNuzzo Private Wealth sold 257 Dimensional International Small Cap ETF shares in Q3 2026, an estimated $9.39K.
Dimensional International Small Cap ETF made up 0.17% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #32 holding.
DiNuzzo Private Wealth first reported a position in Dimensional International Small Cap ETF in Q4 2023 and has held it in 12 quarters since.
126 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.