LWM Advisory Services’s Dimensional International Small Cap ETF DFIS Stock Holding History

LWM Advisory Services’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	$315K	Buy	+8,999	New	+$322K	0.56%	61

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

LWM Advisory Services's DFIS Position: Q2 2026 in Review

LWM Advisory Services opened a new position in Dimensional International Small Cap ETF (DFIS) in Q2 2026: 8,999 shares worth $315K. The stake represents 0.56% of the portfolio and ranks #61 among its holdings.

359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

LWM Advisory Services held 8,999 shares of Dimensional International Small Cap ETF worth $315K as of Q2 2026.
Dimensional International Small Cap ETF was a new LWM Advisory Services position in Q2 2026.
Dimensional International Small Cap ETF made up 0.56% of LWM Advisory Services's portfolio in Q2 2026, its #61 holding.
359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.