Forum Financial Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

Forum Financial Management’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 Q3	$1.57M	Buy	43,393 +86	+0.2%	+$3.14K	0.02%	95
2026 Q2	$1.52M	Sell	43,307 -571	-1%	-$20.4K	0.02%	102
2026 Q1	$1.48M	Sell	43,878 -1,112,979	-96%	-$38.8M	0.02%	97
2025 Q4	$38.1M	Hold	1,156,857	–	–	0.5%	21
2025 Q3	$36.6M	Sell	1,156,857 -2,000	-0.2%	-$61.4K	0.5%	19
2025 Q2	$34.6M	Sell	1,158,857 -2,700	-0.2%	-$74.7K	0.53%	17
2025 Q1	$30M	Sell	1,161,557 -6,254	-0.5%	-$160K	0.5%	18
2024 Q4	$28.7M	Buy	1,167,811 +368,279	+46%	+$9.36M	0.48%	18
2024 Q3	$21.5M	Hold	799,532	–	–	0.36%	20
2024 Q2	$19.7M	Hold	799,532	–	–	0.36%	21
2024 Q1	$20M	Buy	799,532 +42,426	+6%	+$1.02M	0.34%	20
2023 Q4	$18.3M	Buy	+757,106	New	+$16.8M	0.34%	19

Other funds holding DFIS

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Forum Financial Management's DFIS Position: Q3 2026 in Review

Forum Financial Management increased its Dimensional International Small Cap ETF (DFIS) stake by 0.2% in Q3 2026, buying an estimated $3.14K and bringing the position to 43,393 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #95.

Forum Financial Management first reported a position in DFIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $38.1M in Q4 2025. 255 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

Forum Financial Management held 43,393 shares of Dimensional International Small Cap ETF worth $1.57M as of Q3 2026.
Forum Financial Management bought 86 Dimensional International Small Cap ETF shares in Q3 2026, an estimated $3.14K.
Dimensional International Small Cap ETF made up 0.02% of Forum Financial Management's portfolio in Q3 2026, its #95 holding.
Forum Financial Management first reported a position in Dimensional International Small Cap ETF in Q4 2023 and has held it in 12 quarters since.
Forum Financial Management's Dimensional International Small Cap ETF position peaked at $38.1M in Q4 2025.
255 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on Forum Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.