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 Q2	$1.77M	Buy	50,548 +4,363	+9%	+$156K	0.26%	35
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 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

Elwood & Goetz Wealth Advisory Group's DFIS Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Dimensional International Small Cap ETF (DFIS) stake by 9.4% in Q2 2026, buying an estimated $156K and bringing the position to 50,548 shares worth $1.77M. The position accounts for 0.26% of the portfolio, ranked #35.

Elwood & Goetz Wealth Advisory Group first reported a position in DFIS in Q4 2022 and has held it in 15 quarters since. 360 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 50,548 shares of Dimensional International Small Cap ETF worth $1.77M as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 4,363 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $156K.
Dimensional International Small Cap ETF made up 0.26% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #35 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Dimensional International Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
360 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.