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 Q2	$56.7K	Sell	1,619 -638	-28%	-$22.8K	﹤0.01%	1702
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 $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

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

EverSource Wealth Advisors reduced its Dimensional International Small Cap ETF (DFIS) stake by 28% in Q2 2026, selling an estimated $22.8K and leaving 1,619 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

EverSource Wealth Advisors first reported a position in DFIS in Q2 2023 and has held it in 13 quarters since. The position peaked at $943K in Q2 2024. 360 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

EverSource Wealth Advisors held 1,619 shares of Dimensional International Small Cap ETF worth $56.7K as of Q2 2026.
EverSource Wealth Advisors sold 638 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $22.8K.
Dimensional International Small Cap ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1702 holding.
EverSource Wealth Advisors first reported a position in Dimensional International Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's Dimensional International Small Cap ETF position peaked at $943K in Q2 2024.
360 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.