Key Financial Inc’s Dimensional International Small Cap ETF DFIS Stock Holding History

Key Financial Inc’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	$1.59K	Hold	44	–	–	﹤0.01%	1127
2026 Q2	$1.54K	Hold	44	–	–	﹤0.01%	1177
2026 Q1	$1.48K	Hold	44	–	–	﹤0.01%	1207
2025 Q4	$1.45K	Buy	+44	New	+$1.4K	﹤0.01%	1218
2025 Q3	–	Sell	-243	Closed	-$7.25K	–	1469
2025 Q2	$7.25K	Hold	243	–	–	﹤0.01%	939
2025 Q1	$6.28K	Hold	243	–	–	﹤0.01%	938
2024 Q4	$5.97K	Hold	243	–	–	﹤0.01%	938
2024 Q3	$6.52K	Hold	243	–	–	﹤0.01%	904
2024 Q2	$5.98K	Buy	+243	New	+$6.08K	﹤0.01%	913

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Key Financial Inc's DFIS Position: Q3 2026 in Review

Key Financial Inc held its Dimensional International Small Cap ETF (DFIS) position steady in Q3 2026 at 44 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Key Financial Inc first reported a position in DFIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.25K in Q2 2025. 258 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

Key Financial Inc held 44 shares of Dimensional International Small Cap ETF worth $1.59K as of Q3 2026.
Key Financial Inc left its Dimensional International Small Cap ETF share count unchanged in Q3 2026.
Dimensional International Small Cap ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1127 holding.
Key Financial Inc first reported a position in Dimensional International Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
Key Financial Inc's Dimensional International Small Cap ETF position peaked at $7.25K in Q2 2025.
258 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.