MFG
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Merit Financial Group’s Dimensional International Small Cap ETF DFIS Stock Holding History

Merit Financial 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
2026
Q2 		$373K Buy
10,646
+157
+1% +$5.62K ﹤0.01% 1678
2026
Q1 		$353K Sell
10,489
-117
-1% -$4.07K ﹤0.01% 1568
2025
Q4 		$349K Buy
10,606
+611
+6% +$19.5K ﹤0.01% 1472
2025
Q3 		$316K Buy
9,995
+5
+0.1% +$154 ﹤0.01% 1421
2025
Q2 		$298K Buy
+9,990
New +$276K ﹤0.01% 1344

Other funds holding DFIS

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Merit Financial Group's DFIS Position: Q2 2026 in Review

Merit Financial Group increased its Dimensional International Small Cap ETF (DFIS) stake by 1.5% in Q2 2026, buying an estimated $5.62K and bringing the position to 10,646 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Merit Financial Group first reported a position in DFIS in Q2 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • Merit Financial Group held 10,646 shares of Dimensional International Small Cap ETF worth $373K as of Q2 2026.
  • Merit Financial Group bought 157 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $5.62K.
  • Dimensional International Small Cap ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1678 holding.
  • Merit Financial Group first reported a position in Dimensional International Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 69 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.