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Legacy Edge Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

Legacy Edge Advisors’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 		– Sell
-6,995
Closed -$236K – 207
2026
Q1 		$236K Buy
6,995
+809
+13% +$28.2K 0.02% 207
2025
Q4 		$204K Buy
+6,186
New +$197K 0.02% 213

Other funds holding DFIS

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
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
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Legacy Edge Advisors's DFIS Position: Q2 2026 in Review

Legacy Edge Advisors sold out of Dimensional International Small Cap ETF (DFIS) in Q2 2026, closing a stake of 6,995 shares — an estimated $236K sold.

Legacy Edge Advisors first reported a position in DFIS in Q4 2025 and held it in 2 quarters. The position peaked at $236K in Q1 2026. 246 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • Legacy Edge Advisors reported no remaining Dimensional International Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 6,995 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $236K.
  • Legacy Edge Advisors first reported a position in Dimensional International Small Cap ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Edge Advisors's Dimensional International Small Cap ETF position peaked at $236K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.