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 Q3	$1.34M	Sell	37,081 -2,253	-6%	-$82.3K	0.36%	55
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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Narus Financial Partners's DFIS Position: Q3 2026 in Review

Narus Financial Partners reduced its Dimensional International Small Cap ETF (DFIS) stake by 5.7% in Q3 2026, selling an estimated $82.3K and leaving 37,081 shares worth $1.34M. The position accounts for 0.36% of the portfolio, ranked #55.

Narus Financial Partners first reported a position in DFIS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q2 2026. 225 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

Narus Financial Partners held 37,081 shares of Dimensional International Small Cap ETF worth $1.34M as of Q3 2026.
Narus Financial Partners sold 2,253 Dimensional International Small Cap ETF shares in Q3 2026, an estimated $82.3K.
Dimensional International Small Cap ETF made up 0.36% of Narus Financial Partners's portfolio in Q3 2026, its #55 holding.
Narus Financial Partners first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 8 quarters since.
Narus Financial Partners's Dimensional International Small Cap ETF position peaked at $1.38M in Q2 2026.
225 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

Based on Narus Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.