Legacy Capital Wealth Partners’s Dimensional International Small Cap ETF DFIS Stock Holding History

Legacy Capital Wealth Partners’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	$547K	Sell	15,623 -594	-4%	-$21.3K	0.11%	184
2026 Q1	$546K	Buy	16,217 +1,853	+13%	+$64.5K	0.11%	191
2025 Q4	$473K	Buy	14,364 +776	+6%	+$24.7K	0.1%	211
2025 Q3	$430K	Buy	13,588 +1,047	+8%	+$32.2K	0.09%	235
2025 Q2	$374K	Buy	+12,541	New	+$347K	0.09%	262

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

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

Legacy Capital Wealth Partners's DFIS Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Dimensional International Small Cap ETF (DFIS) stake by 3.7% in Q2 2026, selling an estimated $21.3K and leaving 15,623 shares worth $547K. The position accounts for 0.11% of the portfolio, ranked #184.

Legacy Capital Wealth Partners first reported a position in DFIS in Q2 2025 and has held it in 5 quarters since. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Legacy Capital Wealth Partners held 15,623 shares of Dimensional International Small Cap ETF worth $547K as of Q2 2026.
Legacy Capital Wealth Partners sold 594 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $21.3K.
Dimensional International Small Cap ETF made up 0.11% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #184 holding.
Legacy Capital Wealth Partners first reported a position in Dimensional International Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.