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 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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

SHFA

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return

JDH Wealth Management's DFIS Position: Q2 2026 in Review

JDH Wealth Management held its Dimensional International Small Cap ETF (DFIS) position steady in Q2 2026 at 39,028 shares worth $1.37M. The position accounts for 0.83% of the portfolio, ranked #23.

JDH Wealth Management first reported a position in DFIS in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

JDH Wealth Management held 39,028 shares of Dimensional International Small Cap ETF worth $1.37M as of Q2 2026.
JDH Wealth Management left its Dimensional International Small Cap ETF share count unchanged in Q2 2026.
Dimensional International Small Cap ETF made up 0.83% of JDH Wealth Management's portfolio in Q2 2026, its #23 holding.
JDH Wealth Management first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.