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

EverSource 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 Q1	$76K	Buy	2,257 +565	+33%	+$19.7K	﹤0.01%	1596
2025 Q4	$55.7K	Sell	1,692 -51	-3%	-$1.62K	﹤0.01%	1673
2025 Q3	$55.1K	Sell	1,743 -1,677	-49%	-$51.5K	﹤0.01%	1635
2025 Q2	$102K	Sell	3,420 -3,137	-48%	-$86.8K	﹤0.01%	1190
2025 Q1	$169K	Sell	6,557 -21,813	-77%	-$558K	0.01%	718
2024 Q4	$697K	Buy	28,370 +17,768	+168%	+$452K	0.04%	305
2024 Q3	$284K	Sell	10,602 -25,789	-71%	-$661K	0.02%	461
2024 Q2	$943K	Buy	36,391 +10,380	+40%	+$260K	0.06%	222
2024 Q1	$634K	Buy	26,011 +9,232	+55%	+$222K	0.05%	235
2023 Q4	$406K	Buy	16,779 +12,562	+298%	+$279K	0.04%	280
2023 Q3	$92.5K	Buy	4,217 +4,133	+4,920%	+$94.9K	0.01%	591
2023 Q2	$1.92K	Buy	+84	New	+$1.94K	﹤0.01%	2036

Other funds holding DFIS

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 Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

EverSource Wealth Advisors's DFIS Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Dimensional International Small Cap ETF (DFIS) stake by 33% in Q1 2026, buying an estimated $19.7K and bringing the position to 2,257 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

EverSource Wealth Advisors first reported a position in DFIS in Q2 2023 and has held it in 12 quarters since. The position peaked at $943K in Q2 2024. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

EverSource Wealth Advisors held 2,257 shares of Dimensional International Small Cap ETF worth $76K as of Q1 2026.
EverSource Wealth Advisors bought 565 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $19.7K.
Dimensional International Small Cap ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1596 holding.
EverSource Wealth Advisors first reported a position in Dimensional International Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Dimensional International Small Cap ETF position peaked at $943K in Q2 2024.
339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.