GRP
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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
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

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MMI
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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 $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
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 $16B AUM 26.77% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Global Retirement Partners's DFIS Position: Q4 2025 in Review

Global Retirement Partners increased its Dimensional International Small Cap ETF (DFIS) stake by 46% in Q4 2025, buying an estimated $36.5K and bringing the position to 3,621 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Global Retirement Partners first reported a position in DFIS in Q2 2025 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold DFIS as of Q4 2025.

  • Global Retirement Partners held 3,621 shares of Dimensional International Small Cap ETF worth $119K as of Q4 2025.
  • Global Retirement Partners bought 1,147 Dimensional International Small Cap ETF shares in Q4 2025, an estimated $36.5K.
  • Dimensional International Small Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1798 holding.
  • Global Retirement Partners first reported a position in Dimensional International Small Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • 325 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.