Morgan Stanley
DFIS icon

Morgan Stanley’s Dimensional International Small Cap ETF DFIS Stock Holding History

Morgan Stanley’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 		$1.65M Buy
48,873
+752
+2% +$26.2K ﹤0.01% 4879
2025
Q4 		$1.59M Sell
48,121
-92,180
-66% -$2.94M ﹤0.01% 4949
2025
Q3 		$4.44M Sell
140,301
-7,351
-5% -$226K ﹤0.01% 4251
2025
Q2 		$4.41M Sell
147,652
-6,648
-4% -$184K ﹤0.01% 4152
2025
Q1 		$3.99M Buy
154,300
+4,998
+3% +$128K ﹤0.01% 4117
2024
Q4 		$3.67M Buy
149,302
+5,181
+4% +$132K ﹤0.01% 4256
2024
Q3 		$3.87M Buy
144,121
+991
+0.7% +$25.4K ﹤0.01% 4162
2024
Q2 		$3.53M Buy
143,130
+53,008
+59% +$1.33M ﹤0.01% 4167
2024
Q1 		$2.26M Sell
90,122
-37,492
-29% -$901K ﹤0.01% 4498
2023
Q4 		$3.08M Buy
127,614
+76,310
+149% +$1.7M ﹤0.01% 4693
2023
Q3 		$1.13M Buy
51,304
+5,601
+12% +$129K ﹤0.01% 4729
2023
Q2 		$1.04M Buy
45,703
+36,944
+422% +$851K ﹤0.01% 4801
2023
Q1 		$201K Buy
+8,759
New +$200K ﹤0.01% 5709

Other funds holding DFIS

Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Morgan Stanley's DFIS Position: Q1 2026 in Review

Morgan Stanley increased its Dimensional International Small Cap ETF (DFIS) stake by 1.6% in Q1 2026, buying an estimated $26.2K and bringing the position to 48,873 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #4879.

Morgan Stanley first reported a position in DFIS in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.44M in Q3 2025. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Morgan Stanley held 48,873 shares of Dimensional International Small Cap ETF worth $1.65M as of Q1 2026.
  • Morgan Stanley bought 752 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $26.2K.
  • Dimensional International Small Cap ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4879 holding.
  • Morgan Stanley first reported a position in Dimensional International Small Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • Morgan Stanley's Dimensional International Small Cap ETF position peaked at $4.44M in Q3 2025.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.