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

Mission 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 Q3	$1.63M	Sell	45,069 -235	-0.5%	-$8.58K	0.03%	293
2026 Q2	$1.59M	Buy	45,304 +5,071	+13%	+$182K	0.02%	357
2026 Q1	$1.35M	Buy	40,233 +3,670	+10%	+$128K	0.03%	272
2025 Q4	$1.2M	Buy	36,563 +16,348	+81%	+$521K	0.02%	299
2025 Q3	$639K	Sell	20,215 -77	-0.4%	-$2.37K	0.01%	428
2025 Q2	$606K	Buy	20,292 +2,713	+15%	+$75K	0.01%	429
2025 Q1	$454K	Buy	17,579 +2	+0%	+$51	0.01%	480
2024 Q4	$432K	Buy	+17,577	New	+$447K	0.01%	453

Other funds holding DFIS

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Mission Wealth Management's DFIS Position: Q3 2026 in Review

Mission Wealth Management reduced its Dimensional International Small Cap ETF (DFIS) stake by 0.52% in Q3 2026, selling an estimated $8.58K and leaving 45,069 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #293.

Mission Wealth Management first reported a position in DFIS in Q4 2024 and has held it in 8 quarters since. 128 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

Mission Wealth Management held 45,069 shares of Dimensional International Small Cap ETF worth $1.63M as of Q3 2026.
Mission Wealth Management sold 235 Dimensional International Small Cap ETF shares in Q3 2026, an estimated $8.58K.
Dimensional International Small Cap ETF made up 0.03% of Mission Wealth Management's portfolio in Q3 2026, its #293 holding.
Mission Wealth Management first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 8 quarters since.
128 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.