MAS
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MPWM Advisory Solutions’s Dimensional International Small Cap ETF DFIS Stock Holding History

MPWM Advisory Solutions’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 		$2.69K Hold
80
– – ﹤0.01% 458
2025
Q4 		$2.64K Buy
80
+40
+100% +$1.27K ﹤0.01% 431
2025
Q3 		$1.26K Hold
40
– – ﹤0.01% 472
2025
Q2 		$1.19K Hold
40
– – ﹤0.01% 480
2025
Q1 		$1.03K Hold
40
– – ﹤0.01% 528
2024
Q4 		$982 Buy
+40
New +$1.02K ﹤0.01% 546

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 $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
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 $16B AUM 26.77% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

MPWM Advisory Solutions's DFIS Position: Q1 2026 in Review

MPWM Advisory Solutions held its Dimensional International Small Cap ETF (DFIS) position steady in Q1 2026 at 80 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

MPWM Advisory Solutions first reported a position in DFIS in Q4 2024 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • MPWM Advisory Solutions held 80 shares of Dimensional International Small Cap ETF worth $2.69K as of Q1 2026.
  • MPWM Advisory Solutions left its Dimensional International Small Cap ETF share count unchanged in Q1 2026.
  • Dimensional International Small Cap ETF made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #458 holding.
  • MPWM Advisory Solutions first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.