Global Retirement Partners’s Dimensional International Small Cap ETF DFIS Stock Holding History

Global Retirement Partners’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	$45.5K	Buy	+1,298	New	+$46.5K	﹤0.01%	2583
2025 Q4	$119K	Buy	3,621 +1,147	+46%	+$36.5K	﹤0.01%	1798
2025 Q3	$78.3K	Hold	2,474	–	–	﹤0.01%	1638
2025 Q2	$73.8K	Buy	+2,474	New	+$68.4K	﹤0.01%	1575

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 19.28% 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 22.9% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Global Retirement Partners's DFIS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Dimensional International Small Cap ETF (DFIS) in Q2 2026: 1,298 shares worth $45.5K. The stake represents ﹤0.01% of the portfolio and ranks #2583 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DFIS as recently as Q4 2025.

Global Retirement Partners first reported a position in DFIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $119K in Q4 2025. 362 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Global Retirement Partners held 1,298 shares of Dimensional International Small Cap ETF worth $45.5K as of Q2 2026.
Dimensional International Small Cap ETF was a new Global Retirement Partners position in Q2 2026.
Dimensional International Small Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2583 holding.
Global Retirement Partners first reported a position in Dimensional International Small Cap ETF in Q2 2025 and has held it in 4 quarters since.
Global Retirement Partners's Dimensional International Small Cap ETF position peaked at $119K in Q4 2025.
362 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.