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EP Wealth Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

EP Wealth Advisors’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 		$426K Buy
12,171
+674
+6% +$24.1K ﹤0.01% 1103
2026
Q1 		$387K Sell
11,497
-120
-1% -$4.18K ﹤0.01% 1022
2025
Q4 		$383K Buy
+11,617
New +$370K ﹤0.01% 1003
2025
Q2 		$185K Buy
+6,200
New +$171K ﹤0.01% 1275

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
Envestnet Portfolio Solutions
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
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

EP Wealth Advisors's DFIS Position: Q2 2026 in Review

EP Wealth Advisors increased its Dimensional International Small Cap ETF (DFIS) stake by 5.9% in Q2 2026, buying an estimated $24.1K and bringing the position to 12,171 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

EP Wealth Advisors first reported a position in DFIS in Q2 2025 and has held it in 4 quarters since. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • EP Wealth Advisors held 12,171 shares of Dimensional International Small Cap ETF worth $426K as of Q2 2026.
  • EP Wealth Advisors bought 674 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $24.1K.
  • Dimensional International Small Cap ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1103 holding.
  • EP Wealth Advisors first reported a position in Dimensional International Small Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.