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

Lodestone 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 Q2	$8.19K	Buy	234 +3	+1%	+$107	﹤0.01%	538
2026 Q1	$7.78K	Hold	231	–	–	﹤0.01%	541
2025 Q4	$7.6K	Buy	+231	New	+$7.36K	﹤0.01%	540

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

Lodestone Wealth Management's DFIS Position: Q2 2026 in Review

Lodestone Wealth Management increased its Dimensional International Small Cap ETF (DFIS) stake by 1.3% in Q2 2026, buying an estimated $107 and bringing the position to 234 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Lodestone Wealth Management first reported a position in DFIS in Q4 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Lodestone Wealth Management held 234 shares of Dimensional International Small Cap ETF worth $8.19K as of Q2 2026.
Lodestone Wealth Management bought 3 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $107.
Dimensional International Small Cap ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #538 holding.
Lodestone Wealth Management first reported a position in Dimensional International Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.