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

Dopkins Wealth Management’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	$655K	Sell	18,702 -1,192	-6%	-$42.7K	0.24%	53
2026 Q1	$670K	Sell	19,894 -2,654	-12%	-$92.4K	0.27%	51
2025 Q4	$743K	Buy	22,548 +371	+2%	+$11.8K	0.3%	47
2025 Q3	$701K	Sell	22,177 -1,310	-6%	-$40.2K	0.3%	49
2025 Q2	$701K	Sell	23,487 -710	-3%	-$19.6K	0.31%	48
2025 Q1	$625K	Buy	24,197 +424	+2%	+$10.8K	0.32%	48
2024 Q4	$584K	Buy	+23,773	New	+$604K	0.3%	52
2024 Q3	–	Sell	-21,931	Closed	-$540K	–	73
2024 Q2	$540K	Buy	21,931 +3,077	+16%	+$77K	0.33%	44
2024 Q1	$472K	Buy	18,854 +5,707	+43%	+$137K	0.28%	46
2023 Q4	$318K	Buy	+13,147	New	+$292K	0.25%	37

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

Evanson Financial Mclean, Virginia $2.04B AUM

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

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

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

Dopkins Wealth Management's DFIS Position: Q2 2026 in Review

Dopkins Wealth Management reduced its Dimensional International Small Cap ETF (DFIS) stake by 6% in Q2 2026, selling an estimated $42.7K and leaving 18,702 shares worth $655K. The position accounts for 0.24% of the portfolio, ranked #53.

Dopkins Wealth Management first reported a position in DFIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $743K in Q4 2025. 69 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Dopkins Wealth Management held 18,702 shares of Dimensional International Small Cap ETF worth $655K as of Q2 2026.
Dopkins Wealth Management sold 1,192 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $42.7K.
Dimensional International Small Cap ETF made up 0.24% of Dopkins Wealth Management's portfolio in Q2 2026, its #53 holding.
Dopkins Wealth Management first reported a position in Dimensional International Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
Dopkins Wealth Management's Dimensional International Small Cap ETF position peaked at $743K in Q4 2025.
69 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.