Narus Financial Partners’s Dimensional International Small Cap ETF DFIS Stock Holding History

Narus Financial Partners’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	$1.38M	Sell	39,334 -668	-2%	-$23.9K	0.35%	53
2026 Q1	$1.35M	Sell	40,002 -485	-1%	-$16.9K	0.35%	51
2025 Q4	$1.33M	Hold	40,487	–	–	0.37%	50
2025 Q3	$1.28M	Buy	40,487 +4,857	+14%	+$149K	0.35%	51
2025 Q2	$1.06M	Sell	35,630 -5,398	-13%	-$149K	0.33%	52
2025 Q1	$1.06M	Sell	41,028 -2,182	-5%	-$55.8K	0.36%	46
2024 Q4	$1.06M	Buy	+43,210	New	+$1.1M	0.36%	46

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 19.34% 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 22.96% 1-Year Est. Return

PAS

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

Narus Financial Partners's DFIS Position: Q2 2026 in Review

Narus Financial Partners reduced its Dimensional International Small Cap ETF (DFIS) stake by 1.7% in Q2 2026, selling an estimated $23.9K and leaving 39,334 shares worth $1.38M. The position accounts for 0.35% of the portfolio, ranked #53.

Narus Financial Partners first reported a position in DFIS in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Narus Financial Partners held 39,334 shares of Dimensional International Small Cap ETF worth $1.38M as of Q2 2026.
Narus Financial Partners sold 668 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $23.9K.
Dimensional International Small Cap ETF made up 0.35% of Narus Financial Partners's portfolio in Q2 2026, its #53 holding.
Narus Financial Partners first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.