Matthew Hamilton Rosenberg’s Dimensional International Small Cap ETF DFIS Stock Holding History

Matthew Hamilton Rosenberg’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	$736	Hold	21	–	–	﹤0.01%	766
2026 Q1	$707	Hold	21	–	–	﹤0.01%	773
2025 Q4	$692	Hold	21	–	–	﹤0.01%	777
2025 Q3	$664	Hold	21	–	–	﹤0.01%	777
2025 Q2	$627	Buy	+21	New	+$581	﹤0.01%	809

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

Matthew Hamilton Rosenberg's DFIS Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Dimensional International Small Cap ETF (DFIS) position steady in Q2 2026 at 21 shares worth $736. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Matthew Hamilton Rosenberg first reported a position in DFIS in Q2 2025 and has held it in 5 quarters since. 359 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Matthew Hamilton Rosenberg held 21 shares of Dimensional International Small Cap ETF worth $736 as of Q2 2026.
Matthew Hamilton Rosenberg left its Dimensional International Small Cap ETF share count unchanged in Q2 2026.
Dimensional International Small Cap ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #766 holding.
Matthew Hamilton Rosenberg first reported a position in Dimensional International Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
359 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.