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

Jessup 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
Q1 		– Sell
-128
Closed -$4.22K – 156
2025
Q4 		$4.22K Buy
+128
New +$4.08K ﹤0.01% 296

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Creative Planning
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PAS
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Jessup Wealth Management's DFIS Position: Q1 2026 in Review

Jessup Wealth Management sold out of Dimensional International Small Cap ETF (DFIS) in Q1 2026, closing a stake of 128 shares — an estimated $4.22K sold.

Jessup Wealth Management first reported a position in DFIS in Q4 2025 and held it in 1 quarter. The position peaked at $4.22K in Q4 2025. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Jessup Wealth Management reported no remaining Dimensional International Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 128 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $4.22K.
  • Jessup Wealth Management first reported a position in Dimensional International Small Cap ETF in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's Dimensional International Small Cap ETF position peaked at $4.22K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.