Freedom Investment Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

Freedom Investment 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
2025 Q3	–	Sell	-9,651	Closed	-$288K	–	292
2025 Q2	$288K	Buy	9,651 +1,012	+12%	+$28K	0.02%	604
2025 Q1	$223K	Sell	8,639 -13	-0.2%	-$332	0.02%	680
2024 Q4	$212K	Buy	8,652 +422	+5%	+$10.7K	0.02%	702
2024 Q3	$221K	Buy	+8,230	New	+$211K	0.02%	690

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Freedom Investment Management's DFIS Position: Q3 2025 in Review

Freedom Investment Management sold out of Dimensional International Small Cap ETF (DFIS) in Q3 2025, closing a stake of 9,651 shares — an estimated $288K sold.

Freedom Investment Management first reported a position in DFIS in Q3 2024 and held it in 4 quarters. The position peaked at $288K in Q2 2025. 273 funds tracked by Wall St. Rank hold DFIS as of Q3 2025.

Freedom Investment Management reported no remaining Dimensional International Small Cap ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 9,651 Dimensional International Small Cap ETF shares in Q3 2025, an estimated $288K.
Freedom Investment Management first reported a position in Dimensional International Small Cap ETF in Q3 2024 and held it in 4 quarters.
Freedom Investment Management's Dimensional International Small Cap ETF position peaked at $288K in Q2 2025.
273 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.