Kelly Financial Group’s Dimensional International Small Cap ETF DFIS Stock Holding History

Kelly Financial Group’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	$10.6M	Buy	301,633 +15,345	+5%	+$549K	2.35%	12
2026 Q1	$9.64M	Sell	286,288 -8,544	-3%	-$298K	2.42%	12
2025 Q4	$9.71M	Buy	294,832 +7,902	+3%	+$252K	2.47%	12
2025 Q3	$9.08M	Sell	286,930 -2,857	-1%	-$87.8K	2.41%	12
2025 Q2	$8.65M	Buy	289,787 +19,699	+7%	+$545K	2.5%	12
2025 Q1	$6.98M	Buy	270,088 +8,034	+3%	+$205K	2.18%	13
2024 Q4	$6.43M	Buy	+262,054	New	+$6.66M	2.29%	13

Other funds holding DFIS

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

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

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Kelly Financial Group's DFIS Position: Q2 2026 in Review

Kelly Financial Group increased its Dimensional International Small Cap ETF (DFIS) stake by 5.4% in Q2 2026, buying an estimated $549K and bringing the position to 301,633 shares worth $10.6M. The position accounts for 2.35% of the portfolio, ranked #12.

Kelly Financial Group first reported a position in DFIS in Q4 2024 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Kelly Financial Group held 301,633 shares of Dimensional International Small Cap ETF worth $10.6M as of Q2 2026.
Kelly Financial Group bought 15,345 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $549K.
Dimensional International Small Cap ETF made up 2.35% of Kelly Financial Group's portfolio in Q2 2026, its #12 holding.
Kelly Financial Group first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
63 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.