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Elwood & Goetz Wealth Advisory Group’s Dimensional International Small Cap ETF DFIS Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$1.56M Buy
46,185
+461
+1% +$16.1K 0.26% 34
2025
Q4 		$1.51M Buy
45,724
+8,089
+21% +$258K 0.26% 34
2025
Q3 		$1.19M Buy
37,635
+7,324
+24% +$225K 0.23% 39
2025
Q2 		$904K Sell
30,311
-1,146
-4% -$31.7K 0.2% 38
2025
Q1 		$813K Sell
31,457
-3,013
-9% -$77.1K 0.2% 34
2024
Q4 		$846K Buy
34,470
+5,546
+19% +$141K 0.21% 35
2024
Q3 		$776K Buy
28,924
+5,249
+22% +$135K 0.19% 37
2024
Q2 		$583K Buy
23,675
+1,636
+7% +$41K 0.17% 40
2024
Q1 		$552K Buy
22,039
+437
+2% +$10.5K 0.13% 47
2023
Q4 		$522K Buy
21,602
+1,377
+7% +$30.6K 0.11% 47
2023
Q3 		$444K Sell
20,225
-1,165
-5% -$26.7K 0.1% 51
2023
Q2 		$488K Buy
21,390
+7,159
+50% +$165K 0.11% 42
2023
Q1 		$327K Buy
14,231
+232
+2% +$5.3K 0.08% 49
2022
Q4 		$301K Buy
+13,999
New +$287K 0.09% 49

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 $18.1B AUM 15% 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 $12.8B AUM 19.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's DFIS Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Dimensional International Small Cap ETF (DFIS) stake by 1% in Q1 2026, buying an estimated $16.1K and bringing the position to 46,185 shares worth $1.56M. The position accounts for 0.26% of the portfolio, ranked #34.

Elwood & Goetz Wealth Advisory Group first reported a position in DFIS in Q4 2022 and has held it in 14 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 46,185 shares of Dimensional International Small Cap ETF worth $1.56M as of Q1 2026.
  • Elwood & Goetz Wealth Advisory Group bought 461 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $16.1K.
  • Dimensional International Small Cap ETF made up 0.26% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #34 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Dimensional International Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.