LAM Group
DFIS icon

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

LAM 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
Q3 		$4.05M Sell
111,805
-2,440
-2% -$89.1K 2.04% 19
2026
Q2 		$4M Buy
114,245
+10
+0% +$358 1.99% 20
2026
Q1 		$3.85M Sell
114,235
-4,550
-4% -$158K 2.11% 17
2025
Q4 		$3.91M Sell
118,785
-210
-0.2% -$6.69K 2.24% 16
2025
Q3 		$3.76M Sell
118,995
-7,500
-6% -$230K 2.33% 16
2025
Q2 		$3.77M Sell
126,495
-875
-0.7% -$24.2K 2.52% 15
2025
Q1 		$3.29M Sell
127,370
-9,040
-7% -$231K 2.42% 16
2024
Q4 		$3.35M Buy
136,410
+33,230
+32% +$845K 2.39% 15
2024
Q3 		$2.77M Buy
103,180
+625
+0.6% +$16K 1.96% 19
2024
Q2 		$2.53M Buy
102,555
+620
+0.6% +$15.5K 2.13% 17
2024
Q1 		$2.55M Buy
101,935
+17,410
+21% +$418K 2.08% 16
2023
Q4 		$2.04M Sell
84,525
-10,890
-11% -$242K 1.86% 16
2023
Q3 		$2.09M Sell
95,415
-665
-0.7% -$15.3K 2.06% 16
2023
Q2 		$2.19M Buy
96,080
+2,680
+3% +$61.8K 2.04% 16
2023
Q1 		$2.15M Buy
93,400
+515
+0.6% +$11.8K 2.1% 18
2022
Q4 		$2M Buy
+92,885
New +$1.9M 2.05% 18

Other funds holding DFIS

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

LAM Group's DFIS Position: Q3 2026 in Review

LAM Group reduced its Dimensional International Small Cap ETF (DFIS) stake by 2.1% in Q3 2026, selling an estimated $89.1K and leaving 111,805 shares worth $4.05M. The position accounts for 2.04% of the portfolio, ranked #19.

LAM Group first reported a position in DFIS in Q4 2022 and has held it in 16 quarters since. 147 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

  • LAM Group held 111,805 shares of Dimensional International Small Cap ETF worth $4.05M as of Q3 2026.
  • LAM Group sold 2,440 Dimensional International Small Cap ETF shares in Q3 2026, an estimated $89.1K.
  • Dimensional International Small Cap ETF made up 2.04% of LAM Group's portfolio in Q3 2026, its #19 holding.
  • LAM Group first reported a position in Dimensional International Small Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • 147 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.