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

McMill 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 Q1	–	Sell	-150,782	Closed	-$4.97M	–	68
2025 Q4	$4.97M	Buy	150,782 +5,622	+4%	+$179K	1.4%	16
2025 Q3	$4.59M	Buy	145,160 +1,426	+1%	+$43.8K	1.31%	18
2025 Q2	$4.28M	Sell	143,734 -455	-0.3%	-$12.6K	1.42%	19
2025 Q1	$3.73M	Buy	144,189 +33,068	+30%	+$846K	1.34%	19
2024 Q4	$2.73M	Buy	+111,121	New	+$2.82M	1.1%	20

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

McMill Wealth Management's DFIS Position: Q1 2026 in Review

McMill Wealth Management sold out of Dimensional International Small Cap ETF (DFIS) in Q1 2026, closing a stake of 150,782 shares — an estimated $4.97M sold.

McMill Wealth Management first reported a position in DFIS in Q4 2024 and held it in 5 quarters. The position peaked at $4.97M in Q4 2025. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

McMill Wealth Management reported no remaining Dimensional International Small Cap ETF position as of Q1 2026 after selling out during the quarter.
McMill Wealth Management sold 150,782 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $4.97M.
McMill Wealth Management first reported a position in Dimensional International Small Cap ETF in Q4 2024 and held it in 5 quarters.
McMill Wealth Management's Dimensional International Small Cap ETF position peaked at $4.97M in Q4 2025.
339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on McMill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.