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Martin Worley Group’s Dimensional International Small Cap ETF DFIS Stock Holding History

Martin Worley Group’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
2025
Q2 		$4M Buy
134,056
+15,890
+13% +$439K 1.96% 18
2025
Q1 		$3.05M Buy
118,166
+16,037
+16% +$410K 1.74% 19
2024
Q4 		$2.51M Buy
+102,129
New +$2.6M 1.57% 21

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Martin Worley Group's DFIS Position: Q2 2025 in Review

Martin Worley Group increased its Dimensional International Small Cap ETF (DFIS) stake by 13% in Q2 2025, buying an estimated $439K and bringing the position to 134,056 shares worth $4M. The position accounts for 1.96% of the portfolio, ranked #18.

Martin Worley Group first reported a position in DFIS in Q4 2024 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold DFIS as of Q2 2025.

  • Martin Worley Group held 134,056 shares of Dimensional International Small Cap ETF worth $4M as of Q2 2025.
  • Martin Worley Group bought 15,890 Dimensional International Small Cap ETF shares in Q2 2025, an estimated $439K.
  • Dimensional International Small Cap ETF made up 1.96% of Martin Worley Group's portfolio in Q2 2025, its #18 holding.
  • Martin Worley Group first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.