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

Maia Wealth’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
Q1 		– Sell
-5,592
Closed -$203K – 351
2025
Q4 		$203K Buy
+5,592
New +$178K 0.03% 333

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MMI
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Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Maia Wealth's DFIS Position: Q1 2026 in Review

Maia Wealth sold out of Dimensional International Small Cap ETF (DFIS) in Q1 2026, closing a stake of 5,592 shares — an estimated $203K sold.

Maia Wealth first reported a position in DFIS in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Maia Wealth reported no remaining Dimensional International Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Maia Wealth sold 5,592 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $203K.
  • Maia Wealth first reported a position in Dimensional International Small Cap ETF in Q4 2025 and held it in 1 quarter.
  • Maia Wealth's Dimensional International Small Cap ETF position peaked at $203K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.