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Family Office Research’s Dimensional International Small Cap ETF DFIS Stock Holding History

Family Office Research’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 		$278K Hold
8,258
– – 0.12% 60
2025
Q4 		$273K Hold
8,258
– – 0.11% 69
2025
Q3 		$261K Hold
8,258
– – 0.11% 67
2025
Q2 		$246K Hold
8,258
– – 0.12% 65
2025
Q1 		$213K Hold
8,258
– – 0.1% 67
2024
Q4 		$203K Buy
+8,258
New +$210K 0.09% 74

Other funds holding DFIS

Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Family Office Research's DFIS Position: Q1 2026 in Review

Family Office Research held its Dimensional International Small Cap ETF (DFIS) position steady in Q1 2026 at 8,258 shares worth $278K. The position accounts for 0.12% of the portfolio, ranked #60.

Family Office Research first reported a position in DFIS in Q4 2024 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Family Office Research held 8,258 shares of Dimensional International Small Cap ETF worth $278K as of Q1 2026.
  • Family Office Research left its Dimensional International Small Cap ETF share count unchanged in Q1 2026.
  • Dimensional International Small Cap ETF made up 0.12% of Family Office Research's portfolio in Q1 2026, its #60 holding.
  • Family Office Research first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Family Office Research's 13F filing for Q1 2026, filed 13 May 2026.