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 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 $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 Boston, Massachusetts $71.9B AUM 28.03% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Elevate Wealth Advisory's DFIS Position: Q1 2026 in Review

Elevate Wealth Advisory reduced its Dimensional International Small Cap ETF (DFIS) stake by 3.7% in Q1 2026, selling an estimated $12.2K and leaving 9,019 shares worth $304K. The position accounts for 0.19% of the portfolio, ranked #61.

Elevate Wealth Advisory first reported a position in DFIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $309K in Q4 2025. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

Elevate Wealth Advisory held 9,019 shares of Dimensional International Small Cap ETF worth $304K as of Q1 2026.
Elevate Wealth Advisory sold 349 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $12.2K.
Dimensional International Small Cap ETF made up 0.19% of Elevate Wealth Advisory's portfolio in Q1 2026, its #61 holding.
Elevate Wealth Advisory first reported a position in Dimensional International Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Dimensional International Small Cap ETF position peaked at $309K in Q4 2025.
339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.