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EnRich Financial Partners’s Dimensional International Small Cap ETF DFIS Stock Holding History

EnRich Financial Partners’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
2025
Q1 		– Sell
-2,016
Closed -$49.5K – 92
2024
Q4 		$49.5K Sell
2,016
-4
-0.2% -$102 0.02% 110
2024
Q3 		$54.2K Hold
2,020
– – 0.02% 103
2024
Q2 		$49.8K Buy
2,020
+99
+5% +$2.48K 0.02% 106
2024
Q1 		$48.1K Buy
+1,921
New +$46.2K 0.02% 98

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MG
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Envestnet Portfolio Solutions
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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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

EnRich Financial Partners's DFIS Position: Q1 2025 in Review

EnRich Financial Partners sold out of Dimensional International Small Cap ETF (DFIS) in Q1 2025, closing a stake of 2,016 shares — an estimated $49.5K sold.

EnRich Financial Partners first reported a position in DFIS in Q1 2024 and held it in 4 quarters. The position peaked at $54.2K in Q3 2024. 244 funds tracked by Wall St. Rank hold DFIS as of Q1 2025.

  • EnRich Financial Partners reported no remaining Dimensional International Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 2,016 Dimensional International Small Cap ETF shares in Q1 2025, an estimated $49.5K.
  • EnRich Financial Partners first reported a position in Dimensional International Small Cap ETF in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Dimensional International Small Cap ETF position peaked at $54.2K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.