Golden State Equity Partners’s Dimensional International Small Cap ETF DFIS Stock Holding History

Golden State Equity 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 Q1	$661K	Hold	19,646	–	–	0.05%	379
2025 Q4	$647K	Buy	19,646 +7,727	+65%	+$246K	0.1%	223
2025 Q3	$377K	Hold	11,919	–	–	0.06%	316
2025 Q2	$356K	Hold	11,919	–	–	0.07%	310
2025 Q1	$308K	Hold	11,919	–	–	0.06%	332
2024 Q4	$293K	Buy	+11,919	New	+$303K	0.06%	339
2024 Q3	–	Sell	-11,919	Closed	-$294K	–	833
2024 Q2	$294K	Buy	+11,919	New	+$298K	0.06%	327
2023 Q4	$288K	Hold	11,919	–	–	0.07%	288
2023 Q3	$262K	Hold	11,919	–	–	0.07%	275
2023 Q2	$272K	Buy	+11,919	New	+$275K	0.08%	299

Other funds holding DFIS

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 Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Golden State Equity Partners's DFIS Position: Q1 2026 in Review

Golden State Equity Partners held its Dimensional International Small Cap ETF (DFIS) position steady in Q1 2026 at 19,646 shares worth $661K. The position accounts for 0.05% of the portfolio, ranked #379.

Golden State Equity Partners first reported a position in DFIS in Q2 2023 and has held it in 10 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

Golden State Equity Partners held 19,646 shares of Dimensional International Small Cap ETF worth $661K as of Q1 2026.
Golden State Equity Partners left its Dimensional International Small Cap ETF share count unchanged in Q1 2026.
Dimensional International Small Cap ETF made up 0.05% of Golden State Equity Partners's portfolio in Q1 2026, its #379 holding.
Golden State Equity Partners first reported a position in Dimensional International Small Cap ETF in Q2 2023 and has held it in 10 quarters since.
339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.