JDH Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

JDH Wealth Management’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 Q3	$1.42M	Buy	39,074 +46	+0.1%	+$1.68K	0.86%	25
2026 Q2	$1.37M	Hold	39,028	–	–	0.83%	23
2026 Q1	$1.31M	Buy	39,028 +898	+2%	+$31.3K	0.89%	24
2025 Q4	$1.26M	Sell	38,130 -198	-0.5%	-$6.3K	0.86%	23
2025 Q3	$1.21M	Buy	38,328 +266	+0.7%	+$8.17K	0.86%	23
2025 Q2	$1.14M	Buy	38,062 +707	+2%	+$19.6K	0.87%	23
2025 Q1	$965K	Buy	37,355 +197	+0.5%	+$5.04K	0.83%	21
2024 Q4	$912K	Buy	+37,158	New	+$944K	0.8%	22

Other funds holding DFIS

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

JDH Wealth Management's DFIS Position: Q3 2026 in Review

JDH Wealth Management increased its Dimensional International Small Cap ETF (DFIS) stake by 0.12% in Q3 2026, buying an estimated $1.68K and bringing the position to 39,074 shares worth $1.42M. The position accounts for 0.86% of the portfolio, ranked #25.

JDH Wealth Management first reported a position in DFIS in Q4 2024 and has held it in 8 quarters since. 150 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

JDH Wealth Management held 39,074 shares of Dimensional International Small Cap ETF worth $1.42M as of Q3 2026.
JDH Wealth Management bought 46 Dimensional International Small Cap ETF shares in Q3 2026, an estimated $1.68K.
Dimensional International Small Cap ETF made up 0.86% of JDH Wealth Management's portfolio in Q3 2026, its #25 holding.
JDH Wealth Management first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 8 quarters since.
150 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.