Golden State Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

Golden State Wealth Management’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	$5.59K	Hold	166	–	–	﹤0.01%	1196
2025 Q4	$5.47K	Hold	166	–	–	﹤0.01%	1227
2025 Q3	$5.25K	Hold	166	–	–	﹤0.01%	1246
2025 Q2	$4.95K	Hold	166	–	–	﹤0.01%	1230
2025 Q1	$4.29K	Hold	166	–	–	﹤0.01%	1198
2024 Q4	$4.08K	Buy	+166	New	+$4.22K	﹤0.01%	1154

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 $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

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 $16B AUM 26.77% 1-Year Est. Return

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

Golden State Wealth Management's DFIS Position: Q1 2026 in Review

Golden State Wealth Management held its Dimensional International Small Cap ETF (DFIS) position steady in Q1 2026 at 166 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Golden State Wealth Management first reported a position in DFIS in Q4 2024 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

Golden State Wealth Management held 166 shares of Dimensional International Small Cap ETF worth $5.59K as of Q1 2026.
Golden State Wealth Management left its Dimensional International Small Cap ETF share count unchanged in Q1 2026.
Dimensional International Small Cap ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1196 holding.
Golden State Wealth Management first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

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