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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
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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
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 $11.5B AUM 18.82% 1-Year Est. Return

Nalls Sherbakoff Group's DFIS Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Dimensional International Small Cap ETF (DFIS) position steady in Q4 2025 at 6,486 shares worth $214K. The position accounts for 0.15% of the portfolio, ranked #99.

Nalls Sherbakoff Group first reported a position in DFIS in Q3 2023 and has held it in 6 quarters since. 325 funds tracked by Wall St. Rank hold DFIS as of Q4 2025.

  • Nalls Sherbakoff Group held 6,486 shares of Dimensional International Small Cap ETF worth $214K as of Q4 2025.
  • Nalls Sherbakoff Group left its Dimensional International Small Cap ETF share count unchanged in Q4 2025.
  • Dimensional International Small Cap ETF made up 0.15% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #99 holding.
  • Nalls Sherbakoff Group first reported a position in Dimensional International Small Cap ETF in Q3 2023 and has held it in 6 quarters since.
  • 325 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.