FOA
DFIS icon

Five Oceans Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

Five Oceans 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
2025
Q4 		– Sell
-9,073
Closed -$287K – 194
2025
Q3 		$287K Sell
9,073
-353
-4% -$10.8K 0.11% 123
2025
Q2 		$281K Sell
9,426
-1,880
-17% -$52K 0.12% 126
2025
Q1 		$292K Sell
11,306
-1,799
-14% -$46K 0.14% 101
2024
Q4 		$322K Sell
13,105
-815
-6% -$20.7K 0.15% 92
2024
Q3 		$373K Buy
13,920
+33
+0.2% +$846 0.18% 89
2024
Q2 		$342K Sell
13,887
-102
-0.7% -$2.55K 0.18% 93
2024
Q1 		$351K Buy
13,989
+777
+6% +$18.7K 0.18% 99
2023
Q4 		$319K Sell
13,212
-6,526
-33% -$145K 0.18% 100
2023
Q3 		$433K Buy
19,738
+55
+0.3% +$1.26K 0.28% 73
2023
Q2 		$449K Sell
19,683
-11,138
-36% -$257K 0.29% 74
2023
Q1 		$709K Buy
30,821
+1,491
+5% +$34.1K 0.46% 48
2022
Q4 		$631K Buy
29,330
+10,203
+53% +$209K 0.44% 53
2022
Q3 		$353K Buy
+19,127
New +$399K 0.28% 79

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
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

Five Oceans Advisors's DFIS Position: Q4 2025 in Review

Five Oceans Advisors sold out of Dimensional International Small Cap ETF (DFIS) in Q4 2025, closing a stake of 9,073 shares — an estimated $287K sold.

Five Oceans Advisors first reported a position in DFIS in Q3 2022 and held it in 13 quarters. The position peaked at $709K in Q1 2023. 325 funds tracked by Wall St. Rank hold DFIS as of Q4 2025.

  • Five Oceans Advisors reported no remaining Dimensional International Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Five Oceans Advisors sold 9,073 Dimensional International Small Cap ETF shares in Q4 2025, an estimated $287K.
  • Five Oceans Advisors first reported a position in Dimensional International Small Cap ETF in Q3 2022 and held it in 13 quarters.
  • Five Oceans Advisors's Dimensional International Small Cap ETF position peaked at $709K in Q1 2023.
  • 325 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q4 2025.

Based on Five Oceans Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.