IFP Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

IFP Advisors’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	$90K	Buy	+2,570	New	+$92K	﹤0.01%	2050
2025 Q2	–	Sell	-1,534	Closed	-$39.6K	–	4944
2025 Q1	$39.6K	Sell	1,534 -132	-8%	-$3.38K	﹤0.01%	1998
2024 Q4	$40.9K	Buy	1,666 +133	+9%	+$3.38K	﹤0.01%	1920
2024 Q3	$41.1K	Buy	1,533 +33	+2%	+$846	﹤0.01%	1820
2024 Q2	$36.9K	Hold	1,500	–	–	﹤0.01%	1799
2024 Q1	$37.6K	Hold	1,500	–	–	﹤0.01%	1694
2023 Q4	$36.3K	Hold	1,500	–	–	﹤0.01%	1672
2023 Q3	$32.9K	Hold	1,500	–	–	﹤0.01%	1737
2023 Q2	$34.2K	Hold	1,500	–	–	﹤0.01%	1776
2023 Q1	$37.5K	Sell	1,500 -463	-24%	-$10.6K	﹤0.01%	1718
2022 Q4	$49K	Buy	1,963 +1,500	+324%	+$30.7K	﹤0.01%	2258
2022 Q3	$12K	Buy	+463	New	+$9.66K	﹤0.01%	3502

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

IFP Advisors's DFIS Position: Q2 2026 in Review

IFP Advisors opened a new position in Dimensional International Small Cap ETF (DFIS) in Q2 2026: 2,570 shares worth $90K. The stake represents ﹤0.01% of the portfolio and ranks #2050 among its holdings. This is a return to the name: IFP Advisors previously reported a position in DFIS as recently as Q1 2025.

IFP Advisors first reported a position in DFIS in Q3 2022 and has held it in 12 quarters since. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

IFP Advisors held 2,570 shares of Dimensional International Small Cap ETF worth $90K as of Q2 2026.
Dimensional International Small Cap ETF was a new IFP Advisors position in Q2 2026.
Dimensional International Small Cap ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2050 holding.
IFP Advisors first reported a position in Dimensional International Small Cap ETF in Q3 2022 and has held it in 12 quarters since.
359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.