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

Forvis Mazars 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	$10.7M	Buy	305,727 +16,289	+6%	+$583K	0.18%	60
2026 Q1	$9.75M	Buy	289,438 +5,886	+2%	+$205K	0.19%	63
2025 Q4	$9.34M	Buy	283,552 +39,359	+16%	+$1.25M	0.18%	63
2025 Q3	$7.72M	Buy	244,193 +2,139	+0.9%	+$65.7K	0.15%	70
2025 Q2	$7.22M	Sell	242,054 -27,906	-10%	-$772K	0.16%	73
2025 Q1	$6.98M	Sell	269,960 -72,159	-21%	-$1.85M	0.17%	72
2024 Q4	$8.4M	Sell	342,119 -32,130	-9%	-$817K	0.19%	64
2024 Q3	$10M	Sell	374,249 -15,170	-4%	-$389K	0.23%	58
2024 Q2	$9.59M	Sell	389,419 -1,578	-0.4%	-$39.5K	0.24%	58
2024 Q1	$9.8M	Buy	390,997 +7,734	+2%	+$186K	0.25%	58
2023 Q4	$9.26M	Buy	383,263 +9,331	+2%	+$208K	0.26%	59
2023 Q3	$8.2M	Buy	373,932 +32,444	+10%	+$745K	0.25%	65
2023 Q2	$7.79M	Buy	341,488 +20,388	+6%	+$470K	0.23%	70
2023 Q1	$7.38M	Buy	321,100 +27,910	+10%	+$638K	0.24%	66
2022 Q4	$6.31M	Buy	293,190 +90,419	+45%	+$1.85M	0.22%	73
2022 Q3	$3.75M	Buy	202,771 +135,118	+200%	+$2.82M	0.15%	92
2022 Q2	$1.41M	Buy	+67,653	New	+$1.55M	0.06%	163

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

Forvis Mazars Wealth Advisors's DFIS Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Dimensional International Small Cap ETF (DFIS) stake by 5.6% in Q2 2026, buying an estimated $583K and bringing the position to 305,727 shares worth $10.7M. The position accounts for 0.18% of the portfolio, ranked #60.

Forvis Mazars Wealth Advisors first reported a position in DFIS in Q2 2022 and has held it in 17 quarters since. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Forvis Mazars Wealth Advisors held 305,727 shares of Dimensional International Small Cap ETF worth $10.7M as of Q2 2026.
Forvis Mazars Wealth Advisors bought 16,289 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $583K.
Dimensional International Small Cap ETF made up 0.18% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Forvis Mazars Wealth Advisors first reported a position in Dimensional International Small Cap ETF in Q2 2022 and has held it in 17 quarters since.
359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.