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 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

MMI

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LAM Group's DFIS Position: Q2 2026 in Review

LAM Group increased its Dimensional International Small Cap ETF (DFIS) stake by 0.01% in Q2 2026, buying an estimated $358 and bringing the position to 114,245 shares worth $4M. The position accounts for 1.99% of the portfolio, ranked #20.

LAM Group first reported a position in DFIS in Q4 2022 and has held it in 15 quarters since. 164 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

LAM Group held 114,245 shares of Dimensional International Small Cap ETF worth $4M as of Q2 2026.
LAM Group bought 10 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $358.
Dimensional International Small Cap ETF made up 1.99% of LAM Group's portfolio in Q2 2026, its #20 holding.
LAM Group first reported a position in Dimensional International Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
164 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.