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 Q3	$712K	Buy	+19,646	New	+$718K	0.04%	430
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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Golden State Equity Partners's DFIS Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in Dimensional International Small Cap ETF (DFIS) in Q3 2026: 19,646 shares worth $712K. The stake represents 0.04% of the portfolio and ranks #430 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in DFIS as recently as Q1 2026.

Golden State Equity Partners first reported a position in DFIS in Q2 2023 and has held it in 12 quarters since. 255 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

Golden State Equity Partners held 19,646 shares of Dimensional International Small Cap ETF worth $712K as of Q3 2026.
Dimensional International Small Cap ETF was a new Golden State Equity Partners position in Q3 2026.
Dimensional International Small Cap ETF made up 0.04% of Golden State Equity Partners's portfolio in Q3 2026, its #430 holding.
Golden State Equity Partners first reported a position in Dimensional International Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
255 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.