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 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 $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

IAG Wealth Partners's DFIS Position: Q1 2026 in Review

IAG Wealth Partners increased its Dimensional International Small Cap ETF (DFIS) stake by 5.6% in Q1 2026, buying an estimated $186K and bringing the position to 101,229 shares worth $3.41M. The position accounts for 0.38% of the portfolio, ranked #48.

IAG Wealth Partners first reported a position in DFIS in Q2 2023 and has held it in 12 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

IAG Wealth Partners held 101,229 shares of Dimensional International Small Cap ETF worth $3.41M as of Q1 2026.
IAG Wealth Partners bought 5,335 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $186K.
Dimensional International Small Cap ETF made up 0.38% of IAG Wealth Partners's portfolio in Q1 2026, its #48 holding.
IAG Wealth Partners first reported a position in Dimensional International Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.