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 Q2	–	Sell	-19,646	Closed	-$661K	–	672
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	Hold	11,919	–	–	0.06%	339
2024 Q3	$320K	Hold	11,919	–	–	0.05%	331
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 $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 19.34% 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 22.96% 1-Year Est. Return

PAS

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

Golden State Equity Partners's DFIS Position: Q2 2026 in Review

Golden State Equity Partners sold out of Dimensional International Small Cap ETF (DFIS) in Q2 2026, closing a stake of 19,646 shares — an estimated $661K sold.

Golden State Equity Partners first reported a position in DFIS in Q2 2023 and held it in 11 quarters. The position peaked at $661K in Q1 2026. 360 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Golden State Equity Partners reported no remaining Dimensional International Small Cap ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 19,646 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $661K.
Golden State Equity Partners first reported a position in Dimensional International Small Cap ETF in Q2 2023 and held it in 11 quarters.
Golden State Equity Partners's Dimensional International Small Cap ETF position peaked at $661K in Q1 2026.
360 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.