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

Kingsview 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 		$681K Sell
20,227
-884
-4% -$30.8K 0.01% 797
2025
Q4 		$695K Buy
21,111
+9,683
+85% +$308K 0.01% 743
2025
Q3 		$361K Buy
+11,428
New +$351K 0.01% 901

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Jones Financial Companies
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MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Kingsview Wealth Management's DFIS Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Dimensional International Small Cap ETF (DFIS) stake by 4.2% in Q1 2026, selling an estimated $30.8K and leaving 20,227 shares worth $681K. The position accounts for 0.01% of the portfolio, ranked #797.

Kingsview Wealth Management first reported a position in DFIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $695K in Q4 2025. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Kingsview Wealth Management held 20,227 shares of Dimensional International Small Cap ETF worth $681K as of Q1 2026.
  • Kingsview Wealth Management sold 884 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $30.8K.
  • Dimensional International Small Cap ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #797 holding.
  • Kingsview Wealth Management first reported a position in Dimensional International Small Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Kingsview Wealth Management's Dimensional International Small Cap ETF position peaked at $695K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.