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GoalVest Advisory’s Dimensional International Small Cap ETF DFIS Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-143
Closed -$4.71K – 470
2025
Q4 		$4.71K Buy
+143
New +$4.55K ﹤0.01% 479

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $12.8B AUM 19.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

GoalVest Advisory's DFIS Position: Q1 2026 in Review

GoalVest Advisory sold out of Dimensional International Small Cap ETF (DFIS) in Q1 2026, closing a stake of 143 shares — an estimated $4.71K sold.

GoalVest Advisory first reported a position in DFIS in Q4 2025 and held it in 1 quarter. The position peaked at $4.71K in Q4 2025. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • GoalVest Advisory reported no remaining Dimensional International Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 143 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $4.71K.
  • GoalVest Advisory first reported a position in Dimensional International Small Cap ETF in Q4 2025 and held it in 1 quarter.
  • GoalVest Advisory's Dimensional International Small Cap ETF position peaked at $4.71K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.