Nalls Sherbakoff Group’s Dimensional International Small Cap ETF DFIS Stock Holding History

Nalls Sherbakoff 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	$251K	Buy	7,176 +2	+0%	+$72	0.18%	86
2026 Q1	$242K	Buy	7,174 +688	+11%	+$24K	0.18%	88
2025 Q4	$214K	Hold	6,486	–	–	0.15%	99
2025 Q3	$205K	Buy	6,486 +17	+0.3%	+$522	0.14%	102
2025 Q2	$193K	Buy	6,469 +1,886	+41%	+$52.2K	0.14%	102
2025 Q1	$118K	Buy	+4,583	New	+$117K	0.1%	115
2023 Q4	$40.8K	Hold	1,688	–	–	0.04%	182
2023 Q3	$37K	Buy	+1,688	New	+$38.7K	0.04%	178

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

MMI

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Nalls Sherbakoff Group's DFIS Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its Dimensional International Small Cap ETF (DFIS) stake by 0.03% in Q2 2026, buying an estimated $72 and bringing the position to 7,176 shares worth $251K. The position accounts for 0.18% of the portfolio, ranked #86.

Nalls Sherbakoff Group first reported a position in DFIS in Q3 2023 and has held it in 8 quarters since. 362 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Nalls Sherbakoff Group held 7,176 shares of Dimensional International Small Cap ETF worth $251K as of Q2 2026.
Nalls Sherbakoff Group bought 2 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $72.
Dimensional International Small Cap ETF made up 0.18% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #86 holding.
Nalls Sherbakoff Group first reported a position in Dimensional International Small Cap ETF in Q3 2023 and has held it in 8 quarters since.
362 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.