Envestnet Portfolio Solutions
DFIS icon

Envestnet Portfolio Solutions’s Dimensional International Small Cap ETF DFIS Stock Holding History

Envestnet Portfolio Solutions’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 		$116M Buy
3,308,950
+8,766
+0.3% +$314K 0.56% 40
2026
Q1 		$111M Sell
3,300,184
-271,359
-8% -$9.45M 0.62% 40
2025
Q4 		$118M Buy
3,571,543
+45,937
+1% +$1.46M 0.41% 50
2025
Q3 		$112M Buy
3,525,606
+593,913
+20% +$18.2M 0.41% 49
2025
Q2 		$87.5M Sell
2,931,693
-971,408
-25% -$26.9M 0.32% 53
2025
Q1 		$101M Buy
+3,903,101
New +$99.8M 0.39% 51

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Envestnet Portfolio Solutions's DFIS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Dimensional International Small Cap ETF (DFIS) stake by 0.27% in Q2 2026, buying an estimated $314K and bringing the position to 3,308,950 shares worth $116M. The position accounts for 0.56% of the portfolio, ranked #40.

Envestnet Portfolio Solutions first reported a position in DFIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $118M in Q4 2025. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,308,950 shares of Dimensional International Small Cap ETF worth $116M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 8,766 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $314K.
  • Dimensional International Small Cap ETF made up 0.56% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #40 holding.
  • Envestnet Portfolio Solutions first reported a position in Dimensional International Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • Envestnet Portfolio Solutions's Dimensional International Small Cap ETF position peaked at $118M in Q4 2025.
  • 359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.