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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
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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Portfolio Solutions
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
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

IFP Advisors's DFIS Position: Q2 2025 in Review

IFP Advisors sold out of Dimensional International Small Cap ETF (DFIS) in Q2 2025, closing a stake of 1,534 shares — an estimated $39.6K sold.

IFP Advisors first reported a position in DFIS in Q3 2022 and held it in 11 quarters. The position peaked at $49K in Q4 2022. 263 funds tracked by Wall St. Rank hold DFIS as of Q2 2025.

  • IFP Advisors reported no remaining Dimensional International Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • IFP Advisors sold 1,534 Dimensional International Small Cap ETF shares in Q2 2025, an estimated $39.6K.
  • IFP Advisors first reported a position in Dimensional International Small Cap ETF in Q3 2022 and held it in 11 quarters.
  • IFP Advisors's Dimensional International Small Cap ETF position peaked at $49K in Q4 2022.
  • 263 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.