Indie Asset Partners’s Dimensional International Small Cap ETF DFIS Stock Holding History

Indie Asset 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	$2.41M	Buy	71,460 +2,575	+4%	+$89.7K	2.74%	8
2025 Q4	$2.27M	Sell	68,885 -1,500	-2%	-$47.8K	2.53%	8
2025 Q3	$2.23M	Buy	70,385 +565	+0.8%	+$17.4K	2.96%	8
2025 Q2	$2.08M	Buy	+69,820	New	+$1.93M	3.79%	6

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

Indie Asset Partners's DFIS Position: Q1 2026 in Review

Indie Asset Partners increased its Dimensional International Small Cap ETF (DFIS) stake by 3.7% in Q1 2026, buying an estimated $89.7K and bringing the position to 71,460 shares worth $2.41M. The position accounts for 2.74% of the portfolio, ranked #8.

Indie Asset Partners first reported a position in DFIS in Q2 2025 and has held it in 4 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

Indie Asset Partners held 71,460 shares of Dimensional International Small Cap ETF worth $2.41M as of Q1 2026.
Indie Asset Partners bought 2,575 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $89.7K.
Dimensional International Small Cap ETF made up 2.74% of Indie Asset Partners's portfolio in Q1 2026, its #8 holding.
Indie Asset Partners first reported a position in Dimensional International Small Cap ETF in Q2 2025 and has held it in 4 quarters since.
339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.