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Eastern Bank’s Dimensional International Small Cap ETF DFIS Stock Holding History

Eastern Bank’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
Q1 		– Sell
-530
Closed -$17.5K – 1116
2025
Q4 		$17.5K Hold
530
– – ﹤0.01% 754
2025
Q3 		$16.8K Buy
+530
New +$16.3K ﹤0.01% 756

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Eastern Bank's DFIS Position: Q1 2026 in Review

Eastern Bank sold out of Dimensional International Small Cap ETF (DFIS) in Q1 2026, closing a stake of 530 shares — an estimated $17.5K sold.

Eastern Bank first reported a position in DFIS in Q3 2025 and held it in 2 quarters. The position peaked at $17.5K in Q4 2025. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Eastern Bank reported no remaining Dimensional International Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Eastern Bank sold 530 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $17.5K.
  • Eastern Bank first reported a position in Dimensional International Small Cap ETF in Q3 2025 and held it in 2 quarters.
  • Eastern Bank's Dimensional International Small Cap ETF position peaked at $17.5K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Eastern Bank's 13F filing for Q1 2026, filed 7 Apr 2026.