Elevate Wealth Advisory’s Dimensional International Small Cap ETF DFIS Stock Holding History

Elevate Wealth Advisory’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	$320K	Buy	9,124 +105	+1%	+$3.76K	0.18%	66
2026 Q1	$304K	Sell	9,019 -349	-4%	-$12.2K	0.19%	61
2025 Q4	$309K	Buy	9,368 +8	+0.1%	+$255	0.21%	56
2025 Q3	$296K	Sell	9,360 -779	-8%	-$23.9K	0.22%	59
2025 Q2	$303K	Sell	10,139 -993	-9%	-$27.5K	0.22%	59
2025 Q1	$288K	Buy	11,132 +2	+0%	+$51	0.2%	60
2024 Q4	$273K	Buy	11,130 +5,679	+104%	+$144K	0.2%	57
2024 Q3	$146K	Buy	5,451 +4	+0.1%	+$103	0.11%	75
2024 Q2	$134K	Buy	5,447 +17	+0.3%	+$426	0.11%	68
2024 Q1	$136K	Buy	5,430 +1	+0%	+$24	0.12%	62
2023 Q4	$131K	Buy	+5,429	New	+$121K	0.12%	64

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Elevate Wealth Advisory's DFIS Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Dimensional International Small Cap ETF (DFIS) stake by 1.2% in Q2 2026, buying an estimated $3.76K and bringing the position to 9,124 shares worth $320K. The position accounts for 0.18% of the portfolio, ranked #66.

Elevate Wealth Advisory first reported a position in DFIS in Q4 2023 and has held it in 11 quarters since. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Elevate Wealth Advisory held 9,124 shares of Dimensional International Small Cap ETF worth $320K as of Q2 2026.
Elevate Wealth Advisory bought 105 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $3.76K.
Dimensional International Small Cap ETF made up 0.18% of Elevate Wealth Advisory's portfolio in Q2 2026, its #66 holding.
Elevate Wealth Advisory first reported a position in Dimensional International Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.