IAG Wealth Partners’s Dimensional International Small Cap ETF DFIS Stock Holding History

IAG Wealth 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	$3.94M	Buy	112,576 +11,347	+11%	+$406K	0.39%	49
2026 Q1	$3.41M	Buy	101,229 +5,335	+6%	+$186K	0.38%	48
2025 Q4	$3.16M	Buy	95,894 +2,643	+3%	+$84.2K	0.37%	48
2025 Q3	$2.95M	Buy	93,251 +7,316	+9%	+$225K	0.35%	48
2025 Q2	$2.56M	Sell	85,935 -13,657	-14%	-$378K	0.34%	46
2025 Q1	$2.57M	Buy	99,592 +5,464	+6%	+$140K	0.4%	42
2024 Q4	$2.31M	Buy	94,128 +9,418	+11%	+$239K	0.41%	40
2024 Q3	$2.27M	Buy	84,710 +7,407	+10%	+$190K	0.42%	37
2024 Q2	$1.9M	Buy	77,303 +10,196	+15%	+$255K	0.38%	38
2024 Q1	$1.68M	Buy	67,107 +7,344	+12%	+$176K	0.36%	40
2023 Q4	$1.44M	Buy	59,763 +38,551	+182%	+$858K	0.33%	43
2023 Q3	$465K	Buy	21,212 +10,196	+93%	+$234K	0.13%	53
2023 Q2	$251K	Buy	+11,016	New	+$254K	0.07%	72

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

IAG Wealth Partners's DFIS Position: Q2 2026 in Review

IAG Wealth Partners increased its Dimensional International Small Cap ETF (DFIS) stake by 11% in Q2 2026, buying an estimated $406K and bringing the position to 112,576 shares worth $3.94M. The position accounts for 0.39% of the portfolio, ranked #49.

IAG Wealth Partners first reported a position in DFIS in Q2 2023 and has held it in 13 quarters since. 360 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

IAG Wealth Partners held 112,576 shares of Dimensional International Small Cap ETF worth $3.94M as of Q2 2026.
IAG Wealth Partners bought 11,347 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $406K.
Dimensional International Small Cap ETF made up 0.39% of IAG Wealth Partners's portfolio in Q2 2026, its #49 holding.
IAG Wealth Partners first reported a position in Dimensional International Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
360 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.